Jason Isaac CFA, CAIA

Portfolio Manager, CIC
Managing Director, CPL

Jason Isaac is a Portfolio Manager at Cumberland Investment Counsel Inc. (“CIC”), formerly Perron Asset Management Inc. prior to its merger with CIC in May 2018. His focus is US and international equities research, adding to the breadth of the firm’s global offering and team. He is Portfolio Manager for the Kipling Enhanced Global Growth and Dividend Funds at NCM, CIC’s affiliate, and the equity portion of the NCM Growth and Income Fund.

Mr. Isaac began his career in 1997 developing his expertise in US and European equities. Over his long career, spanning over two decades, he has worked with major Canadian financial institutions in banking and investment counselling. During this time, he also spent 11 years as a Private Client Portfolio Manager with a Calgary-based international asset manager. His educational and industry credentials include a BBA in Finance and Economics, the Financial Management Advisor (FMA), Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. In addition, Mr. Isaac spent three years as a sessional lecturer at the Haskayne School of Business at the University of Calgary.

Mr. Isaac is Managing Director of Cumberland Partners Limited, the firm’s parent company.

 

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