Cumberland Associates Investment Counsel Inc. 416.482.5337 FRANCAIS

Founded in 1991, Cumberland Counsel is privately owned by its employees through Cumberland Partners Limited and headquartered in Toronto, Canada. Cumberland Partners also owns Cumberland Private Wealth Management Inc., which provides research and portfolio management mandates on a sub-advisory basis to Cumberland Counsel.

Please visit Cumberland Private Wealth Management, our affiliate, to learn more about the firm, including latest investment and economic viewpoints.

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  • Gerald R. Connor

    Director and Portfolio Manager, CAIC
    Chairman, CPWM

  • Charles R. Sims FCPA, FCA

    Director, CAIC and President and Chief Executive Officer, CPWM

  • Sukyong Yang CPA, CA, MBA, CFA

    President and Portfolio Manager, CAIC
    Lead Manager, Global Equities, CPWM

  • Greg Cassidy BAS, CFA

    Portfolio Manager, CAIC

  • Wesley Diong CPA, CA

    Director, CAIC
    Chief Financial Officer, CPWM

  • Shirley Hom CPA, CMA

    Secretary-Treasurer and Chief Compliance Officer, CAIC

  • Peter Jackson HBSc, MBA, CFA

    Portfolio Manager, CAIC
    Chief Investment Officer and Lead Manager, North American Equities, CPWM

  • Scott Luik CFA

    Portfolio Manager, CAIC
    Head of Client Portfolio Management, CPWM

  • Alexandra von Schroeter MBA, CFA

    Portfolio Manager, CAIC
    Head of Strategic Business, CPWM

  • Thomas A. Starkey CFA

    Portfolio Manager, CAIC

CAIC – Cumberland Associates Investment Counsel
CPWM – Cumberland Private Wealth Management