Cumberland Investment Counsel Inc.
● SEC registered since 1992CRD 110887SEC# 801-41265Toronto Ontario
Reg. AUM
$1.41B
Employees
19
Accounts
48
Location
Toronto Ontario
About Cumberland Investment Counsel
Cumberland Investment Counsel is an independent firm providing discretionary investment management for individuals, families, foundations, and institutions. It provides high-touch, tailored service and disciplined portfolio management within the Harbourfront Wealth Group platform.
Summary based on the firm’s website.
Cumberland Investment Counsel Inc. assets under management
Cumberland Investment Counsel Inc. is a registered investment adviser overseen by the SEC based in Toronto Ontario. The firm has been registered since 1992. It reports $1.4 billion in regulatory assets under management and employs 19 people.
Cumberland Investment Counsel Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1596213 B.c. Ltd. Control | Shareholder | Over 75% | 2026 |
| Charles Robert Sims Control | Director (chair) | Under 5% | 2016 |
| David Andrew Anderson Control | President | Under 5% | 2020 |
| David Andrew Anderson Control | Director | Under 5% | 2022 |
| Kenneth Wade Cox | Director | Under 5% | 2026 |
| Kimberley Gale Thompson | Director | Under 5% | 2026 |
| Shirley Hom Control | Secretary-Treasurer/Chief Compliance Officer | Under 5% | 2004 |
| Zoheb Shiraz Somani | Director | Under 5% | 2026 |
| 1596209 B.c. Ltd. Control | Shareholder | Over 75% | 2026 |
| Berkshire Fund XI (os), L.P. Control | Limited Partner | 25-50% | 2026 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cumberland Investment Counsel Inc. manage?
Cumberland Investment Counsel Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Cumberland Investment Counsel Inc. have?
Cumberland Investment Counsel Inc. reports 19 employees.
Where is Cumberland Investment Counsel Inc. located?
Cumberland Investment Counsel Inc. is based in Toronto Ontario and has been SEC-registered since 1992.
Does Cumberland Investment Counsel Inc. disclose fund performance?
Cumberland Investment Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 99 Yorkville Avenue, 3f, Toronto Ontario M5R 3K5 |
| Phone | 416-482-5337 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$1.41B▲ 11%
Apr '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,389 advisers
EmployeesTop 25%
More than 75% of 16,799 advisers
Assets under management
$1.41Bregulatory AUM
Discretionary $1.41B