Meet our Perron & Partners Team

Cumberland Private Wealth Management Inc. is a leading, Canadian wealth management firm that is deeply committed to our clients’ prosperity.

We recently merged with Calgary-based Perron & Partners Wealth Management Corp.(“Perron & Partners”), uniting two independent firms so we can be stronger together. Cumberland Private Wealth now manages over $3 billion of assets from offices in Toronto, Calgary and Kingston and is currently among the top 10 fastest growing private investment counsel firms in Canada.

Since 1997, we have helped families, individuals and foundations achieve their financial and lifestyle goals through careful planning, advice and sound investments reflected through a customized portfolio solution.

For over 20 years, we have invested our capital alongside our clients so that our goals are aligned.

We are truly invested in your future.

Go Far. Together.

Meet our Perron & Partners Team

Cumberland Private Wealth is a private wealth management firm that is deeply committed to our clients’ prosperity.

For over 20 years, we have invested our capital alongside our clients so that our goals are aligned.

We are truly invested in your future.

Go Far. Together.

Getting to know our culture

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Meet the team

  • Gerald Connor ChairmanCumberland Private Wealth Management Inc.
  • Charles SimsFCPA, FCAPresident and Chief Executive Officer Cumberland Private Wealth Management Inc.
  • John BuddFCPA, FCAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Greg CassidyBAS, CFAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Gino CiavarellaCIMPortfolio ManagerCumberland Private Wealth Management Inc.
  • Scott LuikCFAHead of Client Portfolio Managers Group, Portfolio ManagerCumberland Private Wealth Management Inc.
  • Christie MatweeMSc, MBA, CFAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Erin O'BrienMSc, CFAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Doug OwenCIM, FCSIPortfolio ManagerCumberland Private Wealth Management Inc.
  • Alexandra von SchroeterMBA, CFA, IDP-CHead of Strategic Business and Portfolio ManagerCumberland Private Wealth Management Inc.
  • Jeff TurkBA, FCSI, CFPPortfolio ManagerCumberland Private Wealth Management Inc.

Investment Advisors

  • David HarrisCFPInvestment AdvisorCumberland Private Wealth Management Inc.
  • John McSherry Investment AdvisorCumberland Private Wealth Management Inc.
  • Michael OrlandoCIMInvestment AdvisorCumberland Private Wealth Management Inc.

Kingston Office

  • Meghan DavisCPA, CA, TEP Cumberland Private Wealth Management Inc.
  • Art SalvalaggioCFPInvestment Advisor Cumberland Private Wealth Management Inc.
  • Jason TruemanCFAPortfolio ManagerCumberland Private Wealth Management Inc.

We recently merged with Calgary-based Perron & Partners Wealth Management Corp (“Perron & Partners”), uniting two independent firms so that we can be stronger together.

  • Gary PerronCFAVice ChairmanCumberland Private Wealth Management Inc.
  • Chris BoltonCFAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Shawnalynn PerronMBA, CIM, FEAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Karen SmaleCIM, PFPPortfolio ManagerCumberland Private Wealth Management Inc.
  • James NickersonCFAInvestment AdvisorCumberland Private Wealth Management Inc.
  • Diana GnyraCIMClient Services ManagerCumberland Private Wealth Management Inc.
  • Malou Casuga Branch ManagerCumberland Private Wealth Management Inc.

  • Gerald Connor ChairmanCumberland Private Wealth Management Inc.
  • Gary PerronCFAVice ChairmanCumberland Private Wealth Management Inc.
  • Charles SimsFCPA, FCAPresident and Chief Executive Officer Cumberland Private Wealth Management Inc.
  • Levon BarkerJD, CFAPortfolio Manager, US Equities
  • Phil D'IorioMBA, CFAU.S. Equities
  • Chris DryCIMEquity Analyst, Cumberland Investment Counsel
  • Jason IsaacCFA, CAIAPortfolio Manager, Cumberland Investment Counsel
  • Peter JacksonHBSc, MBA, CFAChief Investment Officer and Lead Manager, North American Equities
  • Patrick LauPEng,CFAPortfolio Manager, Global Equities
  • Diane PangCPA, CA, CFAPortfolio Manager, Fixed Income, Cumberland Investment Counsel
  • Derek VanGenderen Equity Analyst, Cumberland Investment Counsel
  • Sukyong YangCPA, CA, MBA, CFALead Manager, Global Equities
  • Sean YuileCFAPortfolio Manager, Canadian Equities