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 - Craig MillarCFAPresident, Chief Investment Officer & Portfolio Manager, CIC
Managing Director CPL - Greg CassidyBAS, CFAPortfolio Manager, CIC and CPWM
- Phil D'IorioMBA, CFAPortfolio Manager, CIC
- Chris DryCIMAssociate Portfolio Manager, CIC
- Bill HolyMBA, CFAPortfolio Manager, CIC
- Shirley HomCPA, CMASecretary-Treasurer and Chief Compliance Officer, CIC
- Sarah HughesCFAPortfolio Manager, CIC
- Jason IsaacCFA, CAIAPortfolio Manager, CIC
Managing Director, CPL - Peter JacksonHBSc, MBA, CFAPortfolio Manager, CIC
Chief Investment Officer and Lead Manager, North American Equities, CPWM
Managing Director, CPL - Patrick LauPEng, CFAEquity Analyst, Global Equities
- Scott LuikCFAPortfolio Manager, CIC
Head of Client Portfolio Management, CPWM
Managing Director, CPL - Owen MorganMBA, CFAPortfolio Manager, CIC
- 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
Managing Director, CPL - Thomas A. StarkeyCFA Portfolio Manager, CIC
- Derek VanGenderenCFAAssociate Portfolio Manager, CIC
CIC - Cumberland Investment Counsel Inc.
CPWM – Cumberland Private Wealth Management