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Last Update

2015-07-21T00:00:00.000Z

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Background Information

Employment History

Partner and Portfolio Manager

Cumberland Asset Management Corp.

Tax Partner

Deloitte LLP

Affiliations

Fellow
Institute of Chartered Accountants of Ontario

Web References (10 Total References)


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.
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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.


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.

...
"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.


Madison MacArthur - Executve Search Specialists

mmsearch.com [cached]

John S. Budd- Director of Cumberland


Madison MacArthur - Moving and Making It

www.mmsearch.com [cached]

John S. Budd- Director of Cumberland


Cumberland Private Wealth Management

www.cpwm.ca [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

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