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Cumberland Investment Counsel Inc.
1.416.482.5337
WHO WE ARE
CONTACT US
Purely focused on investing
Meet the team
Key Officers, Professionals and Partners
Gerald Connor
Director and Portfolio Manager, CIC
Chairman, CPL and CPWM
Gary Perron
CFA
Director, CIC
Vice Chairman, CPL and CPWM
Charles Sims
FCPA, FCA
Director, CIC
President and Chief Executive Officer, CPL and CPWM
Craig Millar
CFA
President, Chief Investment Officer & Portfolio Manager, CIC
Managing Director CPL
Greg Cassidy
BAS, CFA
Portfolio Manager, CIC and CPWM
Phil D'Iorio
MBA, CFA
Portfolio Manager, CIC
Chris Dry
CIM
Associate Portfolio Manager, CIC
Bill Holy
MBA, CFA
Portfolio Manager, CIC
Shirley Hom
CPA, CMA
Secretary-Treasurer and Chief Compliance Officer, CIC
Sarah Hughes
CFA
Portfolio Manager, CIC
Jason Isaac
CFA, CAIA
Portfolio Manager, CIC
Managing Director, CPL
Peter Jackson
HBSc, MBA, CFA
Portfolio Manager, CIC
Chief Investment Officer and Lead Manager, North American Equities, CPWM
Managing Director, CPL
Patrick Lau
PEng, CFA
Equity Analyst, Global Equities
Scott Luik
CFA
Portfolio Manager, CIC
Head of Client Portfolio Management, CPWM
Managing Director, CPL
Owen Morgan
MBA, CFA
Portfolio Manager, CIC
Diane Pang
CPA, CA, CFA
Portfolio Manager, Fixed Income, CIC
John Poulter
CFA
Portfolio Manager, CIC
Alexandra von Schroeter
MBA, CFA, IDP-C
Portfolio Manager, CIC
Head of Strategic Business, CPWM
Managing Director, CPL
Thomas A. Starkey
CFA
Portfolio Manager, CIC
Derek VanGenderen
CFA
Associate Portfolio Manager, CIC
CIC - Cumberland Investment Counsel Inc.
CPWM – Cumberland Private Wealth Management