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This profile was last updated on 5/7/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. John S. Budd

Wrong John S. Budd?

Portfolio Manager

Cumberland Partners Limited
 
Background

Employment History

Board Memberships and Affiliations

9 Total References
Web References
Portfolio and Client Management | Cumberland Private Wealth Management Inc.
cumberlandprivate.com, 7 May 2014 [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.
Board of Directors |Cumberland Associates Investment Counsel Inc.
cumberlandcounsel.com, 19 Mar 2014 [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.
John Budd, FCPA, FCA, a ...
www.cpaontario.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.
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"No life is smooth road," says Budd.
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Once you have a savings plan in place, both Budd and Thakur stress the importance of reducing the taxes you pay.
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"For retirement, factor in Canada Pension Plan and Old Age Security payments to know how much you'll have to live on," says Budd.
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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
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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
Madison MacArthur - Executve Search Specialists
mmsearch.com [cached]
John S. Budd- Director of Cumberland
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