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This profile was last updated on 8/5/13  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. John S. Budd

Wrong John S. Budd?

Partner and Portfolio Manager

Phone: (416) ***-****  HQ Phone
Email: j***@***.ca
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

  • Tax Partner
    Deloitte & Touche, Toronto office
  • Senior Tax Partner
    Deloitte & Touche
  • Tax Partner for Eighteen Years
    Deloitte & Touche
  • National Leader of Estate Planning
    Deloitte & Touche
  • Tax Partner
    Deloitte & Touche, Toronto

Board Memberships and Affiliations

8 Total References
Web References
John S. Budd - Portfolio ...
cumberlandcounsel.com, 25 June 2013 [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, 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
John S. Budd - Portfolio ...
cumberlandprivate.com, 29 Jan 2013 [cached]
John S. Budd - Portfolio Manager
...
John S. Budd FCA
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.
Madison MacArthur - Executve Search Specialists
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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