Karen Smale CIM, PFP
As one of the most experienced members on the Perron & Partners team at Cumberland Private Wealth Management Inc. (“Cumberland Private Wealth”) Ms. Smale has enjoyed helping high net worth families and clients with their investments over the past 35 years. Her focus, attention to detail and her commitment to client engagement have led her to become not only a trusted advisor and a favorite among the clients she has served, but also to be an essential force in assisting clients achieve their primary objectives and maintain relevant long-term plans.
As a licensed Investment Advisor and Portfolio Manager, Ms. Smale has the Certified Investment Manager (CIM) and the Professional Financial Planning (PFP) designations, among other industry credentials. She was an original member of the Perron & Partners team, having joined Gary Perron in 1987.
Ms. Smale is a shareholder of Cumberland Partners Limited, parent company of Cumberland Private Wealth.