It’s never too early or too late to make a plan. Join Cumberland Private Wealth Management for a night of insight, financial advice, and cocktails, all backdropped by the bright colours of Yorkville’s Mural Festival.
When: Wednesday, September 11, 2019 Where: 99 Yorkville Ave., Suite 300 Presentation: 6pm Cocktail Reception: 7pm-9pm Giving away: 2 pairs of tickets Whether you’re new to saving and day-dreaming about home-ownership or gearing-up to make a purchase, there are a number of factors you should consider. Learning how to save, manage money, or what to look for in potential investments and purchases can seem daunting at first but it’s easy when you’re equipped with the right tools. Cumberland is hosting a discussion on the foundation of savings, what it takes to be a homeowner in today’s market and how you can get there. The presentation will be followed by cocktails on the private rooftop oasis with a unique view of the Yorkville Mural Festival. Guests will also have an opportunity to meet PAT, Cumberland’s Portfolio Advisor Tool, designed to deliver expertise in an online format.- Cumberland’s active money management
- Automatic portfolio rebalancing
- 24/7 online access
- Professional support via chat functions
- Oversight by a portfolio manager
- Attractive pricing through our sliding fee scale for family grouping of assets
