Jason Dale Isaac
Portfolio Manager-Equities at Cumberland Investment Counsel, Inc.
Profile
Mr. Jason D.
Isaac is a Portfolio Manager at Cumberland Investment Counsel, Inc. His focus is on international equities research adding to the breadth of the firm’s international offering and team.
Mr. Isaac began his career in 1997 developing his expertise in US and European equities.
Over his 20+ year career, he worked with major Canadian financial institutions in banking and investment counselling.
During this time, he also spent 11 years as a Private Client Portfolio Manager with a Calgary-based international asset manager.
Mr. Isaac received his Bachelor of Business Administration in Finance and Economics from the University of Regina.
He is also a Financial Management Advisor (FMA), Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Jason Dale Isaac active positions
Companies | Position | Start |
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Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance 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. | Portfolio Manager-Equities | 2018-04-30 |
Training of Jason Dale Isaac
University of Regina | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 1 |
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Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance 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. | Finance |
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