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Meet The Team

At Cumberland, exceptional portfolio management is built, not outsourced. Our in-house Portfolio Managers and Research team work together every day to safeguard your capital, uncover opportunity, and ensure your portfolio reflects your long-term goals.

Charles Sims
FCPA, FCA

Chairman, President and CEO, CPWM
Chairman, CIC
Director, President and CEO, CPL

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Alexandra von Schroeter
MBA, CFA, IDP-C

Head of Strategic Business and Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Scott Luik
CFA

Head of Client Portfolio Managers Group, Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Susanne Alexandor
 

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Gino Ciavarella
CIM®

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Peter Jackson
HBSc, MBA, CFA

Chief Investment Officer, Lead Manager, North American and Canadian Equities

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Patrick Mallory
CIM, CFP

Financial Planner

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Christie Matwee
MSc, MBA, CFA

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Erin O'Brien
MSc, CFA

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Michael Orlando
CIM, CFP

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Doug Owen
CIM, FCSI

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Jeff Turk
BA, FCSI, CFP

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Art Salvalaggio
CFP

Certified Financial Planner

Cumberland Private Wealth Management Inc.

CONTACT & BIO

The Perron & Partners team has roots in Calgary going back to the 1970s and is proudly part of Cumberland Private Wealth.

Peter Jackson
HBSc, MBA, CFA

Chief Investment Officer, Lead Manager, North American and Canadian Equities

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Charles Sims
FCPA, FCA

Chairman, President and CEO, CPWM
Chairman, CIC
Director, President and CEO, CPL

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Levon Barker
JD, CFA

Portfolio Manager, US Equities

Cumberland Private Wealth Management Inc.

CONTACT & BIO

Phil D'Iorio
MBA, CFA

Portfolio Manager, Global Equities

Cumberland Investment Counsel Inc.

CONTACT & BIO

Chris Dry
CIM®

Portfolio Manager

Cumberland Private Wealth Management Inc.

CONTACT & BIO

John Hwang
CFA

Portfolio Manager

Cumberland Investment Counsel Inc.

CONTACT & BIO

Patrick Lau
PEng,CFA

Portfolio Manager, Global Equities

Cumberland Investment Counsel Inc.

CONTACT & BIO

Owen Morgan
MBA, CFA

Portfolio Manager

Cumberland Investment Counsel Inc.

CONTACT & BIO

John Poulter
CFA

Portfolio Manager

Cumberland Investment Counsel Inc.

CONTACT & BIO