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2016-08-10T00:00:00.000Z

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Wrong John Budd?

Mr. John S. Budd

Partner and Portfolio Manager

Cumberland Private Wealth Management Inc.

Direct Phone: (416) ***-****       

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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 ac ... more

Find other employees at this company (69)

Background Information

Employment History

Senior Tax Partner

Deloitte LLP

Affiliations

Fellow
Institute of Chartered Accountants of Ontario

Web References (18 Total References)


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.


Cumberland Private Wealth Management

www.cpwm.ca [cached]

John Budd

...
John S. Budd, FCA Portfolio Manager
John is a Chartered Accountant, with over 25 years of experience in the wealth management field. In 1991, he was named a Fellow of the Institute of Chartered Accountants of Ontario in recognition of his contribution to the CA profession.
Before going into the investment management business in May, 1997, John was a tax partner for eighteen years with Deloitte & Touche in Toronto, where he specialized in tax and estate planning, and family business succession planning.
As one of Deloitte's senior tax partners, John served as the national leader of their Estate Planning service line, and he spearheaded the development of a new national program to help family business owners with strategic planning and succession. John has taught a number of tax and estate planning courses, and he has published numerous articles on investment, tax, and financial planning matters. John has also co-authored a best-selling book, The Canadian Guide to Will & Estate Planning (McGraw Hill Ryerson).
Strategic Role at Cumberland
John is a Portfolio Manager with Cumberland, and 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.
John also serves on the Board of Directors of Cumberland Partners Limited, the firm's parent company, and he plays an active role in Cumberland's strategic planning and business development.
...
John Budd


Financial Planning: a GPS for your life

rcharlesfurnivall.ca [cached]

John Budd, FCPA, FCA, a Client Portfolio Manager with Cumberland Private Wealth Management, also in Toronto, is co-author of The Canadian Guide to Will and Estate Planning. He says the ultimate goal is to not run out of money before you run out of lifespan. "These days, with baby boomers especially, the old standards about life expectancy and how much money we'll need just don't apply," he says.

...
"No life is smooth road," says Budd.
...
Once you have a savings plan in place, both Budd and Thakur stress the importance of reducing the taxes you pay.
...
"For retirement, factor in Canada Pension Plan and Old Age Security payments to know how much you'll have to live on," says Budd.
...
With many investments yielding such modest returns these days, Budd is amazed that many retirees want to withdraw more than their portfolios are earning. "You shouldn't take more than three or four percent per year from your investment portfolio," he says.

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