John Budd FCPA, FCA

Portfolio Manager

John Budd has been a Portfolio Manager at Cumberland Private Wealth Management Inc. (“Cumberland Private Wealth”) since 2000 and is currently a senior partner of the firm. He is responsible for the oversight and management of discretionary investment portfolios for a select group of affluent individuals, holding companies, trusts, estates and charitable foundations.

Prior to Cumberland Private Wealth, 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 a best-selling book The Canadian Guide to Will & Estate Planning, (McGraw Hill Ryerson) now in its 4th edition (2017).

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 shareholder of Cumberland Partners Limited, the firm’s parent company.

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