John Budd FCPA, FCA

Portfolio Manager, CPWM

Mr. Budd has been a Portfolio Manager at Cumberland Private Wealth Management Inc. since 2000. He is responsible for managing investment portfolios, on a discretionary basis, for a clientele of affluent individuals, holding companies, trusts, estates and charitable foundations, located in Canada, Bermuda, and Europe. Prior to Cumberland, Mr. Budd was a senior tax partner with Deloitte & Touche, where he served as the national leader of Estate Planning, and spearheaded the development of a national program to help family business owners with strategic planning and succession. He has published numerous articles on investment, tax, and financial planning matters and co-authored The Canadian Guide to Will & Estate Planning in 2001. In 1991, Mr. Budd was named a Fellow of the Institute of Chartered Accountants of Ontario in recognition of his contribution to the CA profession. Mr. Budd is a director and shareholder of Cumberland Partners Limited, the firm’s parent company.

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