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2017-02-13T00:00:00.000Z

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Mr. John S. Budd

Partner and Portfolio Manager

Cumberland Asset Management Corp.

HQ Phone: (416) 929-1090

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Cumberland Asset Management Corp.

300-99 Yorkville Ave.

Toronto, Ontario M5R 3K5

Canada

Background Information

Employment History

Senior Tax Partner

Deloitte & Touche

Affiliations

Fellow
Institute of Chartered Accountants of Ontario

Web References (12 Total References)


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.


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.


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.


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.

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