Mrs. Stewart has been advising high net worth entrepreneurs, executives and families for nearly 20 years, building strategies that reflect her client’s values and investment objectives.

Her responsibilities include portfolio management and new business development. Prior to Cumberland, Mrs. Stewart worked as an investment counselor for high net worth clients at a private, Toronto based investment firm, and before that on the institutional foreign currency-trading desk for BMO Nesbitt Burns. She is a shareholder of Cumberland Partners Limited, the firm’s parent company.

Mrs. Stewart has conducted significant research in the area of women and finance, she writes and is frequently quoted in the media – see www.barbarastewart.ca. Mrs. Stewart is a frequent keynote speaker at global events relating to women, money and financial literacy, participating in events on three continents.