Looking forward
to your future
Our comprehensive family of wealth management solutions gives you the confidence and clarity that you need to proactively navigate your financial future. We know that sometimes life doesn’t go exactly as planned so we stay focused, but nimble enough to make quick changes that’ll keep you on track.
This is why families, individuals, and foundations have counted on us to manage their wealth through decades of ups and downs and over generations.
We're truly
invested
Our investment team members invest in the same strategies that you do, so our interests are closely aligned.
We offer you access to a wide range of sophisticated investment strategies and complex techniques that can drive attractive performance regardless of economic and market conditions.
WHAT MAKES US DIFFERENT
We follow your direction
Not only are we able to structure your portfolio around your personal needs for risk, growth and capital preservation, we will design our relationship the way it works for you.
Do you prefer regular meetings, or do you like to be hands-off? Pen to paper or online tools? We take your lead.
We have history in your community
Many of us were born and raised in Calgary and proudly give back through philanthropy and volunteering.
We aim to combine creativity, innovation and entrepreneurialism with the traditional “cowboy culture” of hard work, collaboration, and standing out from the norm.
OUR COMMITMENT
You.
We have built our business around the belief that when we invest in people, the investment pays off.
Our team demonstrates a level of commitment that exceeds expectations and makes the process of managing your wealth comfortable and empowering.
If you are seeking a more satisfying approach to managing your money,
we invite you to meet with a member of our team.
MEET YOUR PORTFOLIO MANAGEMENT TEAM
Gary Perron, CFA
Cumberland Private Wealth Management Inc.
I have been a part of the Calgary community for over 40 years, originally born in Saskatchewan and raised in Winnipeg.
I have over 35 years of investment management experience and I’m one of the founding members of Norrep Capital Management, now NCM Asset Management Ltd. I pride myself on offering objective, flexible investment services to high-net-worth families, foundations and endowments in Western Canada. I have developed a proven track record, various market specializations and a distinct ability to identify market opportunities.
Currently, I serve my clients as a Portfolio Manager on the Perron & Partners team at Cumberland Private Wealth Management Inc.
I have held directorships and board positions at many public and private companies and have served on the Investment Dealers Association Advisory Board. I hold a Chartered Financial Analyst designation and a Bachelor of Commerce Honors Degree from the University of Manitoba.
In my spare time I enjoy travelling, golfing, and cycling. I love having my children and grandchildren join me at our lake house in the summer.
Shawnalynn Perron,
MBA, CIM, FEA, TEP
Cumberland Private Wealth Management Inc.
I am a Calgary native who grew up during the city’s energy boom, and have seen how wealth can be built and diminished. Now, after nearly 15 years as a financial planner and portfolio manager, my passion is to collaborate, learn and educate as I help those who seek confidence in defining and building towards their life goals.
I strive to deliver clarity and comfort in the process of managing wealth - something that can otherwise be overwhelming or uncertain. I consider myself a partner with my clients who develops strategic plans to manage their wealth and make sound decisions together.
In addition to a Bachelor of Science from the University of Waterloo and a Master of Business Administration (MBA) from the University of Calgary, I hold the Certified Investment Manager (CIM), Trust & Estates Practitioner Designation (TEP) and Family Enterprise Advisor (FEA) designation. The FEA designation allows me to meet the needs of high-net-worth families and business owners, with specialized knowledge on topics such as business family dynamics, continuity planning, and family office development.
I am a proud Portfolio Manager on the Perron & Partners team at Cumberland Private Wealth Management Inc. here in Calgary. Since 2011, I have served a significant base of high-net-worth clients with a special focus on meeting the unique needs of each individual client and family. Please email me if you would like to learn more about how I can help you.
In my spare time, I am a mom and love to hang out with my two girls and stay active. I particularly love to hike to the top of our beautiful Rocky Mountains.
I was born and raised in Edmonton Alberta. Like many Albertans, I have seen tremendous wealth created and destroyed through numerous cycles. Despite many challenges, the entrepreneurial spirit of Albertans (many of whom are clients) endures. My parents have been small business owners through most of their careers. I am proud to continue this spirit of entrepreneurism as a shareholder in Perron & Partners (now Cumberland Partners Limited) as we seek to help our clients and grow our business.
I earned a Bachelor of Commerce degree from the University of Alberta. I was particularly proud to be awarded the Financial Executives International Silver Medal as the top Finance major in my graduating class. I have been a Chartered Financial Analyst charterholder since 2003.
I am currently Portfolio Manager at Cumberland Investment Counsel Inc. My goal is to work with Cumberland’s financial advisors and Portfolio Managers to help clients reach their investment objectives. This can include educating our clients about investing and understanding their ability to tolerate risk. For example, in a textbook, standard deviation is often cited as one of the most important measures of risk. In the real world, the maximum drawdown or even the ability to sleep at night can be more important goalposts for a client when they think about their investments.
In my spare time, I enjoy travelling and hiking.
Chris Bolton, CFA
Cumberland Investment Counsel Inc.
Jason Isaac, CFA, CAIA
Cumberland Investment Counsel Inc.
I am one of the lead Global Equities Portfolio Managers at Cumberland Investment Counsel Inc., a strong asset allocator and a disciplined investor who enjoys the benefits of being able to select from a global opportunity set. There is always a bull market somewhere!
I went to school at the University of Regina (B.Admin, major in finance and minor in economics) and Mount Royal University (Computer Science Certificate focused on web design and networking).
I started work at Scotia Bank in the mid-90’s as a retail investment specialist. I went on to complete my CFA, CAIA and FMA designations. Now I'm a sessional lecturer who teaches about securities analysis, investments and portfolio theory at the University of Calgary Haskayne School of Business.
I volunteer with my dog, Ryder, at Special Pups for Calgary Cerebral Palsy Kids. I also ride two motorcycles: “Duke,” my 2008 Harley Night Rod Special (for going fast) and "Vegas," my 2010 Harley Street Bob (for cruising).
Stephanie Makrugin, QAFP®
Cumberland Private Wealth Management Inc.
As a graduate of the University of Saskatchewan with a Bachelor of Commerce degree (Economics), I have always had a keen interest in the markets. However, my true passion is helping people. I enjoy getting to know clients and being a part of the process of assisting them to define and realize their financial goals and expand their financial literacy. I was drawn to the Perron & Partners team at Cumberland Private Wealth because of their portfolio management techniques, accessibility for clients, independence and good reputation.
I am an accredited financial planner with FP Canada and have over 13 years of experience in the investment industry, working at both large, full-service investment dealers and boutique firms. The years during which I was not working in the financial industry were spent on the financial end of my husband’s small business corporation where I gained a first-hand understanding of the unique challenges experienced by these entities including: succession planning for small business owners, taking income out of the corporation, and balancing working capital needs with cash for investment.
For adventure, relaxation and fun, I love travelling with my family, cooking, and pretty much anything to do with the mountains.
Karen Smale, CIM®
Cumberland Private Wealth Management Inc.
I was born in Carman, Manitoba and have lived in Calgary for over 30 years. I am an original member of the Perron & Partners team, having joined Gary Perron in 1987.
My focus, attention to detail and commitment to client engagement has led me to become not only a trusted advisor, but an essential force in assisting clients with achieving their objectives and maintaining relevant long-term plans.
Away from the office, I enjoy going on walks with my dog and savoring a nice glass of wine.
James Nickerson, CFA
Cumberland Private Wealth Management Inc.
Being born and raised in Calgary, I have seen a few boom/ bust cycles in this city. Having firsthand experience of the outcomes of both the booms and the busts taught me the importance of proper wealth management at an early age.
I was first attracted to the financial industry during a Junior High “stock portfolio” math project, which happened to be during the Dot-Com bust. This was my first learning experience about what a bear market can do. Now, with over a decade of real-world experience, I have developed my passion for markets and managing money with not just returns as the focus, but also the amount of risk taken on to generate a return.
Currently, I am a Portfolio Manager on the Perron & Partners team at Cumberland Private Wealth Management Inc. here in Calgary.
I graduated from the University of British Columbia finance program and hold the Chartered Financial Analyst designation as well as the Chartered Market Technician. In addition to my education, I am options-licensed with extensive experience using a number of options strategies as a way to generate income and reduce risk.
In my spare time, I’m an avid golfer, skier and I’m now learning how to be a dad to my newborn, Ellis.
Christopher Dry, CIM®
Cumberland Investment Counsel Inc.
I’m born - and raised Calgarian with a passion for golf and biking around the city. My career began in the financial services industry in 2006 with a large international bank. I’ve spent the last 10 years working with high-net-worth individuals. I joined the Perron & Partners group in the fall of 2017, and more recently, Cumberland Investment Counsel Inc. in 2018 as a Portfolio Manager. This experience has led to a great understanding of clients’ personal financial needs. My goal is to deliver excellent risk-adjusted returns for our clients through thoughtful portfolio management.
I’m an MRU alum with a bachelor’s degree in Personal Financial Services and a fully registered Portfolio Manager with the completion of the Chartered Investment Manager (CIM) designation.
In my spare time, I play golf at The Winston Golf Club, where I have been a member since 2014. Some might say I spend too much time there. I also enjoy biking around the city on many of Calgary’s pathways.
Another passion of mine is being a committee member and organizer for the JMC Charity Golf Tournament (Est. 2014), which has raised over $250,000 for the Alberta Children’s Hospital.
Derek Vangenderen, CFA
Cumberland Investment Counsel Inc.
I am a Calgary transplant, having moved here over a decade ago. From a young age, investing and finance has been a favorite dinner table topic, with many lessons shared.
With over seven years of progressing responsibilities working on investment funds, I am currently an Associate Portfolio Manager with Cumberland Investment Counsel Inc (APM). My passion is to continue learning about unique businesses and entrepreneurs from around the globe.
I earned an undergraduate degree in commerce and hold the Chartered Financial Analyst (CFA) designation. In my role as APM, today I help co-manage some of the funds on behalf of Cumberland Private Wealth. Since 2015 I have been working with the Perron team in the management of their client investment strategies.
When I’m out of the office I enjoy taking my husky/ shepherd rescue dog on hikes.
Polina Pali, CFA
Cumberland Private Wealth Management Inc.
I have been calling Calgary home since my move here in 1996 to go to the University of Calgary. I earned a Bachelor of Commerce degree (majoring in Finance) and started my career in the investment industry right after graduation. I have worked at both national full-service investment dealers and smaller companies, but I have always carried my passion for investment management and client service throughout my whole career. I have been a Chartered Financial Analyst charterholder since 2010 and strongly believe that obtaining this designation has further expanded my understanding of the financial markets and various investment processes.
I joined the Perron & Partners group (now Cumberland Private Wealth) in 2016 and have worked through progressing responsibilities in both operations and client service. My knowledge of investment products and services combined with commitment to ongoing professional growth has helped me to provide the best possible service to our clients over the years. I’m absolutely dedicated to excellence in customer service and assist in trading and administration of client accounts as well as helping with the overall branch operations when it comes to foreign exchange, managed trades, fixed income trades and settlements.
When I’m out of the office I love spending time with my husband and two children who keep me very busy! I also love biking, hiking, skiing, and enjoying our beautiful outdoors with friends, family and our family dog.
Testimonials
Robert P. & Jocelyn D.
January 21, 2023
We feel our portfolio is in excellent hands with our Cumberland team. Our Investment Lead, James Nickerson is so insightful and we have appreciated his strategic approach and his incredible ability to articulate and share information in a way that is understandable and clear. We have confidence in what he and Cumberland are doing to manage our portfolio and support us, especially during this exceptional time.
Gordon L.
January 29, 2023
My wife and I have been dealing with Gary Perron for 25 years and consistently have had excellent service, advice and very good relative portfolio performance during that time. I would unequivocally recommend the Perron Group to anyone who wants straight forward highly researched and informed investment advice.
John & Sharon
January 31, 2023
We feel most fortunate to have had Perron & Partners at Cumberland manage our investment portfolio for the last 15 years. Our portfolio performance has more than met our expectations and we credit our wonderful portfolio managers for their insights, recommendations and guidance, especially through recent turbulent times. We have total trust in Perron & Partners that they always will have our best interests at heart.