John Barry Poulter

Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations.

Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities.

Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada.

Part of Royal Bank of Canada, Connor Clark & Co. Ltd. is a Canadian management consulting company. The company is based in Toronto, Canada. The company was founded by Gerald Raymond Connor.

Gravitas Securities, Inc. (GSI) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2008 as Portfolio Strategies Securities, Inc. They are a subsidiary of Ontario, Inc. GSI provides private client advisory and wealth management services to sophisticated clients within Canada and abroad.