Purely focused on investing

Meet the team

  • Gerald Connor Director and Portfolio Manager, CIC
    Chairman, CPL and CPWM
  • Gary PerronCFADirector, CIC
    Vice Chairman, CPL and CPWM
  • Charles SimsFCPA, FCADirector, CIC
    President and Chief Executive Officer, CPL and CPWM
  • Sukyong YangCPA, CA, MBA, CFAPresident and Portfolio Manager, CIC
    Lead Manager, Global Equities, CPWM
  • Greg CassidyBAS, CFAPortfolio Manager, CIC
  • Chris DryCIMEquity Analyst, CIC
  • Shirley HomCPA, CMASecretary-Treasurer and Chief Compliance Officer, CIC
  • Jason IsaacCFA, CAIAPortfolio Manager, CIC
  • Peter JacksonHBSc, MBA, CFAPortfolio Manager, CIC
    Chief Investment Officer and Lead Manager, North American Equities, CPWM
  • Scott LuikCFAPortfolio Manager, CIC
    Head of Client Portfolio Management, CPWM
  • Diane PangCPA, CA, CFAPortfolio Manager, Fixed Income, CIC
  • John PoulterCFAPortfolio Manager, CIC
  • Alexandra von SchroeterMBA, CFA, IDP-C Portfolio Manager, CIC
    Head of Strategic Business, CPWM
  • Thomas A. StarkeyCFA Portfolio Manager, CIC
  • Derek VanGenderen Equity Analyst, CIC

CIC - Cumberland Investment Counsel Inc.
CPWM – Cumberland Private Wealth Management