Meet the team
- Gerald Connor Director and Portfolio Manager, CIC
Chairman, CPL and CPWM - Charles SimsFCPA, FCADirector, CIC
President and Chief Executive Officer, CPL and CPWM - Susanne Alexandor Portfolio Manager, CIC and CPWM
- Andrew AndersonCFADirector and President, CIC, Director, CPWM, General Counsel, CPL
- Chris BoltonCFAPortfolio Manager, CIC
- Phil D'IorioMBA, CFAPortfolio Manager, CIC
- Chris DryCIM ®Portfolio Manager, CIC
- Shirley HomCPA, CMASecretary-Treasurer and Chief Compliance Officer, CIC
- John HwangCFASenior Research Analyst, CIC
- Jason IsaacCFA, CAIAPortfolio Manager, CIC
- Peter JacksonHBSc, MBA, CFAPortfolio Manager, CIC
Chief Investment Officer and Lead Manager, North American Equities, CPWM - Patrick LauPEng, CFAPortfolio Manager, CIC
- Scott LuikCFAPortfolio Manager, CIC
Head of Client Portfolio Management, CPWM - Owen MorganMBA, CFAPortfolio Manager, CIC
- Christie MatweeMSc, MBA, CFAPortfolio Manager, CIC and CPWM
- Erin O'BrienMSc, CFAPortfolio Manager, CIC and CPWM
- John PoulterCFAPortfolio Manager, CIC
- Alexandra von SchroeterMBA, CFA, IDP-C Portfolio Manager, CIC
Head of Strategic Business, CPWM - Derek VanGenderenCFAPortfolio Manager, CIC
CIC - Cumberland Investment Counsel Inc.
CPWM – Cumberland Private Wealth Management Inc.
CPL - Cumberland Partners Ltd., parent company of CIC and CPWM
CPW - Cumberland Private Wealth is the registered trade name of CIC and CPWM