PAT is well suited for investors seeking a professionally managed portfolio with digital access and support.
It can be used across a wide range of goals and account types, helping investors keep their savings organized, accessible, and easy to manage online.
Financial advisors use PAT to connect their clients with Cumberland’s investment skill through a digital platform.
Cumberland handles the compliance, onboarding, and portfolio management, freeing advisors to build relationships and guide clients toward their goals.
PAT offers employees access to professional portfolio management through group RRSPs and similar programs.
It simplifies and modernizes the investing experience, with access to major account types including RRSPs and TFSAs, and waived or reduced minimum account sizes.
*Subject to certain minimum investment requirements
