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Committed to your future

Cumberland Private Wealth is one of Canada’s leading independent wealth management firms and a trusted fiduciary for families, individuals and foundations.

Since 1997, our experienced team has helped clients achieve their financial and lifestyle goals through careful planning, advice and sound investing through customized portfolio solutions.

By investing our own capital alongside yours, we are deeply committed and invested in your future.

Go Far. Together.

Committed to your future

Cumberland Private Wealth is one of Canada’s leading independent wealth management firms and a trusted fiduciary for families, individuals and foundations.

Since 1997, our experienced team has helped clients achieve their financial and lifestyle goals through careful planning, advice and sound investing through customized portfolio solutions.

By investing our own capital alongside yours, we are deeply committed and invested in your future.

Go Far. Together.

Go Far. Together.

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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.
  • Susanne Alexandor Portfolio 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.
  • Michael OrlandoCIM, CFPAssociate Portfolio 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.

Kingston Office

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.
  • Diana GnyraCIMClient Services Cumberland Private Wealth Management Inc.
  • Malou Casuga Branch ManagerCumberland Private Wealth Management Inc.

  • Gary PerronCFAVice ChairmanCumberland Private Wealth Management Inc.
  • Gerald Connor 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, Global EquitiesCumberland Investment Counsel Inc.
  • Chris DryCIMAssociate Portfolio ManagerCumberland Investment Counsel Inc.
  • Bill HolyMBA, CFAPortfolio 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,CFAPortfolio Manager, Global EquitiesCumberland Investment Counsel Inc.
  • Diane PangCPA, CA, CFAPortfolio Manager, Fixed IncomeCumberland Investment Counsel Inc.
  • Derek VanGenderenCFAAssociate Portfolio Manager Cumberland Investment Counsel Inc.