70s oil shock. 80s Reaganomics. 90s dotcom bubble. The Great Recession.
Through all the ups and downs, the speculative bubbles and the fearful naysayers, we have simply remained true to our investment principles. And that is how we have consistently grown and protected the capital of some of Canada’s most established individuals, families and foundations.
Charles R. Sims FCPA, FCA
Chief Executive Officer and President
Wesley Diong CPA, CA
Chief Financial Officer
Head of Client Service,
Peter Jackson HBSc, MBA, CFA
Chief Investment Officer and Lead Manager, North American Equities
Scott Luik CFA
Head of Client Portfolio Management and Portfolio Manager
Alexandra von Schroeter MBA, CFA
Head of Strategic Business and Portfolio Manager
Katharine Varik B.Sc.
Chief Compliance Officer
Chairman Gerald Connor on why investors should stay focused on what’s really driving the market.
Chief Investment Officer Peter Jackson on our North American investing strategy and how our portfolios have performed in the recent quarter.
Lead Portfolio Manager Sukyong Yang on Global and International equity markets and Cumberland’s strategies
Portfolio Manager Sean Yuile on Cumberland’s Income Strategy