Work with a Cumberland Portfolio Manager to define your goals, risk profile, and investment strategy.
Your portfolio benefits from the same disciplined active management that guides our private client portfolios.
Automatic rebalancing and timely adjustments help keep your portfolio aligned as markets evolve.
PAT starts with your financial goals, risk profile, and invvestment time horizon, then recommends a diversified portfolio designed for your needs.
Your portfolio is monitored and adjusted over time, with automatic rebalancing to help keep it on course as markets evolve.
Access your account information online, track your progress, and stay connected to your investments with ease.
PAT offers a more digital, streamlined way to access professional portfolio management. It is designed for investors who want disciplined investment management and support, without the full complexity of a traditional private wealth relationship.
PAT is backed by Cumberland Private Wealth. That means your portfolio benefits from Cumberland’s investment philosophy, portfolio management discipline, and record of success over decades of market cycles.
Minimum investment requirements depend on the type of account and relationship. Schedule a conversation and we can help determine the right starting point for you.
As your needs evolve, we can discuss whether a more personalized wealth management relationship with Cumberland is appropriate.
PAT supports a range of account types, including registered and non-registered accounts. These may include RRSPs, RRIFs, LIRAs, LIFs, TFSAs, RESPs, RDSPs, and certain workplace savings accounts such as group RRSPs.
PAT portfolios have a management fee of 1.5% and other administrative fees. We’re happy to walk you through what that fee covers and answer any questions before you get started.
You will have access to support when you need it. PAT is designed to make account access and portfolio management more efficient, while still giving you access to administrative support and professional advice as questions arise.
