John Simpson Budd
Gestore di Portafoglio-Azioni presso Cumberland Private Wealth Management, Inc.
Profilo
Mr. John S.
Budd is a Portfolio Manager at Cumberland Private Wealth Management, Inc. He is also 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 joining the firm in 2000, 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 received his Bachelor of Commerce degree from the University of Toronto.
He was named a Fellow of the Institute of Chartered Accountants of Ontario in recognition of his contribution to the CA profession.
Posizioni attive di John Simpson Budd
| Società | Posizione | Inizio |
|---|---|---|
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Gestore di Portafoglio-Azioni | 01/01/2000 |
Precedenti posizioni note di John Simpson Budd
| Società | Posizione | Fine |
|---|---|---|
Deloitte Corporate Finance, Inc.
 Deloitte Corporate Finance, Inc. Miscellaneous Commercial ServicesCommercial Services Deloitte Corporate Finance, Inc. provides financial, accounting, tax, and other business services. The company also offers audit, financial advisory, and consulting services through locations across the country. It is located in Toronto, Canada. | Corporate Officer/Principal | 31/12/1996 |
Formazione di John Simpson Budd
| University of Toronto | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Finance |
Deloitte Corporate Finance, Inc.
Deloitte Corporate Finance, Inc. Miscellaneous Commercial ServicesCommercial Services Deloitte Corporate Finance, Inc. provides financial, accounting, tax, and other business services. The company also offers audit, financial advisory, and consulting services through locations across the country. It is located in Toronto, Canada. | Commercial Services |
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