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Wrong John Budd?

John S. Budd

Partner and Portfolio Manager

Cumberland Private Wealth Management Inc.

HQ Phone:  (416) 929-1090

Direct Phone: (416) ***-****direct phone

Email: j***@***.ca

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Cumberland Private Wealth Management Inc.

99 Yorkville Ave. Ste. 300

Toronto, Ontario,M5R 3K5

Canada

Company Description

Cumberland Private Wealth Management was founded in 1997 to help individuals and families achieve their financial and lifestyle goals. We manage customized investment portfolios for private clients who typically have assets of $1 million or more and an account...more

Background Information

Employment History

Senior Tax Partner

Deloitte & Touche LLP


Senior Tax Partner

Deloitte LLP


Affiliations

Institute of Chartered Accountants of Ontario

Fellow


Web References(13 Total References)


John Budd - Cumberland

cumberlandprivate.com [cached]

Mr. Budd has been a Portfolio Manager at Cumberland since 2000 and is currently a senior partner of the firm.
He is responsible for the oversight and management of discretionary investment portfolios for a select group of affluent individuals, holding companies, trusts, estates and charitable foundations. Prior to Cumberland, Mr. Budd was a senior tax partner with Deloitte & Touche, where he served as the national leader of Estate Planning, and spearheaded the development of a national program to help family business owners with strategic planning and succession. He has published numerous articles on investment, tax, and financial planning matters and co-authored a best-selling book The Canadian Guide to Will & Estate Planning, (McGraw Hill Ryerson) now in its third edition (2011). In 1991, Mr. Budd was named a Fellow of the Institute of Chartered Accountants of Ontario in recognition of his contribution to the CA profession. Mr. Budd is a director and shareholder of Cumberland Partners Limited, the firm's parent company.


Portfolio and Client Management |Cumberland Private Wealth Management Inc.

cumberlandprivate.com [cached]

John S. Budd - Portfolio Manager
Mr. Budd has been a Portfolio Manager at Cumberland since 2000 and is currently a senior partner of the firm. He is responsible for the oversight and management of discretionary investment portfolios for a select group of affluent individuals, holding companies, trusts, estates and charitable foundations. Prior to Cumberland, Mr. Budd was a senior tax partner with Deloitte & Touche, where he served as the national leader of Estate Planning, and spearheaded the development of a national program to help family business owners with strategic planning and succession. He has published numerous articles on investment, tax, and financial planning matters and co-authored a best-selling book The Canadian Guide to Will & Estate Planning, (McGraw Hill Ryerson) now in its third edition (2011). In 1991, Mr. Budd was named a Fellow of the Institute of Chartered Accountants of Ontario in recognition of his contribution to the CA profession. Mr. Budd is a director and shareholder of Cumberland Partners Limited, the firm's parent company.


Board of Directors |Cumberland Private Wealth Management Inc.

cumberlandprivate.com [cached]

John S. Budd - Portfolio Manager
Mr. Budd has been a Portfolio Manager at Cumberland since 2000. He is responsible for managing investment portfolios, on a discretionary basis, for a clientele of affluent individuals, holding companies, trusts, estates and charitable foundations, located in Canada, Bermuda, and Europe. Prior to Cumberland, Mr. Budd was a senior tax partner with Deloitte & Touche, where he served as the national leader of Estate Planning, and spearheaded the development of a national program to help family business owners with strategic planning and succession. He has published numerous articles on investment, tax, and financial planning matters and co-authored The Canadian Guide to Will & Estate Planning in 2001. In 1991, Mr. Budd was named a Fellow of the Institute of Chartered Accountants of Ontario in recognition of his contribution to the CA profession. Mr. Budd is a director and shareholder of Cumberland Partners Limited, the firm's parent company.


Board of Directors |Cumberland Associates Investment Counsel Inc.

cumberlandcounsel.com [cached]

John S. Budd - Portfolio Manager
John S. Budd FCA Portfolio Manager Mr. Budd has been a Portfolio Manager at Cumberland Private Wealth Management Inc. since 2000. He is responsible for managing investment portfolios, on a discretionary basis, for a clientele of affluent individuals, holding companies, trusts, estates and charitable foundations, located in Canada, Bermuda, and Europe. Prior to Cumberland, Mr. Budd was a senior tax partner with Deloitte & Touche, where he served as the national leader of Estate Planning, and spearheaded the development of a national program to help family business owners with strategic planning and succession. He has published numerous articles on investment, tax, and financial planning matters and co-authored The Canadian Guide to Will & Estate Planning in 2001. In 1991, Mr. Budd was named a Fellow of the Institute of Chartered Accountants of Ontario in recognition of his contribution to the CA profession. Mr. Budd is a director and shareholder of Cumberland Partners Limited, the firm's parent company.


EPCT — Members (alphabetical)

www.epctoronto.ca [cached]

John S. Budd
Cumberland Private Wealth Management Inc. email: johnb@cpwm.ca


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