fbpx

Meet our 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.

Go Far. Together.

Watch the video

Meet the team

  • Gerald Connor ChairmanCumberland Private Wealth Management Inc.
  • Charles SimsFCPA, FCAPresident and Chief Executive Officer Cumberland Private Wealth Management Inc.
  • Susanne Alexandor Portfolio ManagerCumberland 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.
  • John McSherryCIMAssociate Portfolio 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.

WEALTH ADVISORS

  • David HarrisCFPInvestment AdvisorCumberland Private Wealth Management Inc.
  • Michael OrlandoCIMInvestment AdvisorCumberland Private Wealth Management Inc.

Kingston Office

  • Meghan DavisCPA, CA, TEP Cumberland Private Wealth Management Inc.
  • Art SalvalaggioCFP 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.
  • Shawnalynn PerronMBA, CIM, FEAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Karen SmaleCIM, PFPPortfolio ManagerCumberland Private Wealth Management Inc.
  • James NickersonCFAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Jonathan CornishCFAWealth AdvisorCumberland 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 EquitiesCumberland Private Wealth Management Inc.
  • Chris BoltonCFAPortfolio ManagerCumberland Private Wealth Management Inc.
  • Phil D'IorioMBA, CFAPortfolio Manager, U.S. EquitiesCumberland Investment Counsel Inc.
  • Chris DryCIMAssociate Portfolio ManagerCumberland Investment Counsel Inc.
  • Jason IsaacCFA, CAIAPortfolio ManagerCumberland Investment Counsel Inc.
  • Peter JacksonHBSc, MBA, CFAChief Investment Officer and Lead Manager, North American EquitiesCumberland Private Wealth Management Inc.
  • Patrick LauPEng,CFAEquity Analyst, Global EquitiesCumberland Private Wealth Management Inc.
  • Craig MillarCFAPresident, Chief Investment Officer & Lead Manager, Global EquitiesCumberland Investment Counsel Inc.
  • Diane PangCPA, CA, CFAPortfolio Manager, Fixed IncomeCumberland Investment Counsel Inc.
  • Derek VanGenderen Associate Portfolio Manager Cumberland Investment Counsel Inc.