John S. Budd - Portfolio Manager
John S. Budd FCA
Mr. Budd has been a Portfolio Manager at Cumberland since 2000.
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.
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.