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This profile was last updated on 2/18/15  and contains information from public web pages and contributions from the ZoomInfo community.

Partner and Portfolio Manager

Phone: (416) ***-****  HQ Phone
Cumberland Private Wealth Management Inc.
99 Yorkville Ave Ste. 300
Toronto , Ontario M5R 3K5
Canada

Company Description: At Cumberland Private Wealth Management we provide every client with personalized attention. Every portfolio is customized to meet thoroughly discussed and agreed...   more
Background

Employment History

Board Memberships and Affiliations

  • Board Member
    Cumberland Partners Limited
6 Total References
Web References
John Budd, FCPA, FCA, a ...
www.cpaontario.ca, 18 April 2014 [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.
Cumberland Private Wealth Management
www.cpwm.ca, 24 Jan 2010 [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
Who We Are - Cumberland Private Wealth Management
www.cpwm.ca, 25 Jan 2008 [cached]
John S. Budd
...
John S. Budd ::
John is a Chartered Accountant with more than 25 years experience in the wealth management business.Until 1997, he was a senior tax partner with Deloitte & Touche, where he was national leader of the Estate Planning specialty group.John is responsible for business development and managing investment portfolios for clients located in Canada and abroad.
Madison MacArthur - Moving and Making It
www.mmsearch.com [cached]
John S. Budd- Director of Cumberland
EPCT — Members (alphabetical)
www.epctoronto.ca, 28 Sept 2009 [cached]
John S. Budd Cumberland Private Wealth Management Inc. email: johnb@cpwm.ca
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