About
Leadership
Portfolio Management Process
Investment Process
Insights
About

Our mission is to deliver a combination of performance and individual service excellence. We will ensure that each of our clients feels that they have been listened to, has a portfolio encompassing their specific requirements, and experiences performance and service above expectations. The pursuit of performance is not solely measured by capital appreciation. It is qualified by the amount of risk that is required and whether it is consistent with our clients’ tolerances and investment objectives.

About
Overview
Our Vision & Mission
Business Principles
How We Differ
Our Clients
Leadership

Our most significant asset is our people. We are committed to maintaining a culture of creativity, integrity and strong business principles. In a service business, we know that without the best people, we cannot be the most influential wealth management firm.

Leadership
Board of Directors of Cumberland Partners Limited
Management Committee
Investment Management and Research
Portfolio and Client Management
Portfolio Management Process

In simple terms, we are in the business of growing and protecting our clients’ wealth, which means avoiding playing the performance game with its associated risks. We are also committed to providing each client with comprehensive, essential advice.

Portfolio Management Process
Portfolio Management Philosophy
Portfolio Management Process
Investment Process

Our primary goal is to protect and grow the wealth of our clients over time. Our focus on disciplined, fundamental investment research built on a philosophy of value and active risk management is the cornerstone of our approach.

Investment Process
Investment Philosophy
Investment Management Process
Insights

We are constantly developing new insights into the global economy, the current state of the world economies, insights on key issues and impacts on financial markets and for investments. Our goal is to help our clients realize their objectives.

Insights
Chairman’s Commentaries
Strategy Reviews
Investment Insights
Leadership

Board of Directors of Cumberland Partners Limited

Gerald R. Connor
Chairman and Chief Executive Officer

Mr. Connor has been Chairman and Chief Executive Officer of Cumberland since founding the firm, together with three partners, in 1997. He is responsible for the firm’s overall investment policy, its operations and its strategic direction. He also has responsibility for managing a significant base of clients to which he brings over 40 years of investment experience. Prior to Cumberland, Mr. Connor was a founding partner of Connor, Clark & Company, Connor Clark & Lunn, and 20/20 Investment Management, which collectively managed over $16 billion for high-net-worth clients, pension plans and mutual funds. Before that, he managed discretionary funds at Baker Weeks of Canada and headed the Canadian operations of Francis I. DuPont and Co. Mr. Connor was a director of the Sunnybrook Health Sciences Foundation in Toronto for 14 years, and director of Sunnybrook Health Sciences Centre for 2 years.
Bruce R. Jackson CFA
President and Chief Operating Officer

Mr. Jackson is President of Cumberland, and is responsible for guiding the strategic direction of the firm. Day to day, he has a focus on investment research, portfolio management and client service. Prior to Cumberland, he was a founder and Managing Director of Barrantagh Investment Management Inc. Prior to that; he was one of the founding partners of Griffiths, McBurney & Partners; and Goepel Shields and Partners. He began his career as a research analyst at Wood Gundy. Mr. Jackson brings over 24 years of experience in the investment industry, in capital markets and wealth management for institutions, trusts, foundations, family offices and entrepreneurs in Canada, the United States, and Europe. He is affiliated with the non-profit National Ballet of Canada, Canada’s premier dance company. Mr. Jackson is a director and shareholder of Cumberland Partners Limited, the firm’s parent company.
John S. Budd FCA
Portfolio Manager

Mr. Budd has been a Portfolio Manager at Cumberland 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.
Guida Fernandes
Operations Manager

Ms. Fernandes is a founding partner of Cumberland, and has responsibility for managing Cumberland’s operations and administrative staff. Prior to Cumberland, she was a partner at Connor, Clark & Company and has over 35 years experience within the investment industry in the areas of operations, compliance and general management. Ms. Fernandes is a director and shareholder of Cumberland Partners Limited, the firm’s parent company.
Peter Jackson HBSc, MBA, CFA
Portfolio Manager, Canadian Equities

Mr. Jackson has been a Portfolio Manager at Cumberland since 1999, with overall responsibility for Canadian equities. He also manages the Cumberland Total Energy Fund and the Cumberland Special Opportunities Fund. Mr. Jackson is a member of Cumberland’s investment committee. Prior to Cumberland, Mr. Jackson managed a private investment partnership that acted as a sub-advisor for Elliott and Page Investment Counsel. Previously, he was a Portfolio Manager and Investment Analyst at Barclays McConnell and Sun Life, respectively, with a focus on Canadian equities stock selection and research. Mr. Jackson has over 24 years experience in the investment management business. He is a director and shareholder of Cumberland Partners Limited, the firm’s parent company.
St. Clair (Sinc) McEvenue Chief Financial Officer

Mr. McEvenue is the Chief Financial Officer of Cumberland; having commenced working with the founding partners of the firm soon after it was founded in 1997. His previous business experience includes 5 years as National Treasurer of Coopers & Lybrand (now PricewaterhouseCoopers) in Canada, as well as more than 15 years in the successful operation of public accounting and private management consulting practices. Mr. McEvenue has a Bachelor of Arts degree from the University of Toronto – St. Michael’s College of, and earned a Chartered Accountant designation with Clarkson Gordon & Co. (now Ernst & Young). He is a member of the Institute of Chartered Accountants of Ontario and the Canadian Institute of Chartered Accountants. Mr. McEvenue is a director and a shareholder of Cumberland Partners Limited, the firm’s parent company.
Thomas A. Starkey CFA
Director

Mr. Starkey is Chief Investment Officer at Cumberland Associates Investment Counsel Inc., formerly Wirth Associates Inc. One of Canada’s preeminent investment management firms serving high net worth private clients. Founded in 1991, the firm is wholly owned by Cumberland Partners Limited and an affiliate of Cumberland Private Wealth Management Inc. and headquartered in Toronto, Canada.
Alexandra von Schroeter MBA, CFA
Head of Client Portfolio Management, Marketing and New Business, and Portfolio Manager

Ms. von Schroeter is Head of the Client Portfolio Management Group at Cumberland, which consists of 12 Portfolio Managers and investment professionals who have responsibility for delivering Cumberland’s investment mandates to clients. In addition, she has responsibility for the firm’s marketing and new business development initiatives. Since 1999, when she joined Cumberland, Ms. von Schroeter has been managing investment portfolios for a significant base of affluent individuals and families. Prior to Cumberland, Ms. von Schroeter held senior positions at CIBC World Markets and Wood Gundy in Toronto and New York, and Bank of Montreal in Toronto. She brings over 23 years of experience in the investment industry, in capital markets and wealth management, and is affiliated with INSEAD, Europe’s leading international business school, as a trustee for the INSEAD Alumni Fund. Ms. von Schroeter is a director and a shareholder of Cumberland Partners Limited, the firm’s parent company.
John Wilson BSc Eng, MBA, CIM
Chief Investment Officer

Mr. Wilson is Chief Investment Officer of Cumberland. He is also Cumberland’s lead technology and telecom analyst, and has extensive experience in investment management and research. Prior to Cumberland, he founded DDX Capital Partners, an investment counselor that produced impressive results through the use of extensive risk management systems. Prior to that, he was Managing Director and top rated analyst of the technology group at RBC Capital Markets; and previously, he was Director of Technology, Media and Telecom Research at UBS Canada. Mr. Wilson began his career at Northern Telecom in systems design and over 10 years, he held several management positions in the areas of design, manufacturing, marketing, business planning and development. He is an MBA graduate of Wharton, The University of Pennsylvania. Mr. Wilson is a director and shareholder of Cumberland Partners Limited, the firm’s parent company.
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