logo

Last Update

This profile was last updated on 3/24/2017 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

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

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow 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.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

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 LLP


Tax Partner

Deloitte & Touche LLP


Affiliations

The 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.


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.


John Budd - Cumberland

cumberlandcounsel.com [cached]

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.


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.


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory