Charles Robert Sims
Chief Executive Officer at Cumberland Partners Ltd.
Profile
Mr. Charles R.
Sims is a Chairman at M.R.S.
Trust Co., a Chief Executive Officer at Cumberland Partners Ltd., a Member at Canadian Institute of Chartered Accountants, at The Financial Executives Institute and a President & Chief Executive Officer at Cumberland Private Wealth Management, Inc. He is on the Board of Directors at Upper Canada College.
He is responsible for Cumberland’s overall business operations and strategic direction.
Mr. Sims has been involved in the investment industry since 1989, working in Canada, the United States, Europe and Asia.
Prior to Cumberland, Mr. Sims was with the Templeton organization in Canada, then Franklin Templeton in California, and most recently with IGM Financial Inc., as co-president and CEO and as Chairman, President and CEO of Mackenzie Investments.
He is a member of the board of governors of Upper Canada College, and is chairman of The V-42 Foundation.
He received his undergraduate degree from the University of Western Ontario.
Charles Robert Sims active positions
| Companies | Position | Start |
|---|---|---|
| The Financial Executives Institute | Corporate Officer/Principal | - |
M.R.S. Trust Co.
 M.R.S. Trust Co. Finance/Rental/LeasingFinance Part of Laurentian Bank of Canada, M.R.S. Trust Co. is a Canadian company that provides deposit and lending services. The company is based in Toronto, Canada. | Chairman | 26/10/2010 |
| Upper Canada College | Director/Board Member | - |
Cumberland Partners Ltd.
 Cumberland Partners Ltd. Investment Trusts/Mutual FundsMiscellaneous Cumberland Partners Ltd. provides investment fund advice. The company is headquartered in Minneapolis, MN. | Chief Executive Officer | - |
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance 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. | Chief Executive Officer | - |
Cumberland Partners Ltd. (Ontario)
 Cumberland Partners Ltd. (Ontario) Real Estate DevelopmentFinance Cumberland Partners Ltd. is a real estate company based in Toronto, Canada. The Canadian company provides real estate services. The CEO of the private company is Charles Robert Sims. | Chief Executive Officer | - |
Former positions of Charles Robert Sims
| Companies | Position | End |
|---|---|---|
| IGM FINANCIAL INC. | Chief Executive Officer | 05/05/2013 |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Chief Executive Officer | 05/05/2013 |
| FRANKLIN RESOURCES, INC. | Corporate Officer/Principal | 30/12/2004 |
| ░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░ ░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
| ░░░░ ░░░ ░░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | - |
Training of Charles Robert Sims
| University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| FRANKLIN RESOURCES, INC. | Finance |
| MACKENZIE MASTER LIMITED PARTNERSHIP | Miscellaneous |
| IGM FINANCIAL INC. | Finance |
| Private companies | 16 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Finance |
Franklin Templeton Investments Corp.
 Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Finance |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Finance |
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance 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. | Finance |
Mackenzie, Inc.
 Mackenzie, Inc. Investment ManagersFinance Mackenzie, Inc. provides investment services. The company is headquartered in Winnipeg, Canada. | Finance |
Cumberland Partners Ltd.
Cumberland Partners Ltd. Investment Trusts/Mutual FundsMiscellaneous Cumberland Partners Ltd. provides investment fund advice. The company is headquartered in Minneapolis, MN. | Miscellaneous |
| The Financial Executives Institute | |
The Canadian Institute of Chartered Accountants
 The Canadian Institute of Chartered Accountants Miscellaneous Commercial ServicesCommercial Services Canadian Institute of Chartered Accountants engages in the provision of accounting, auditing, tax, advisory, and professional services. The institute is headquartered in Toronto, Canada. | Commercial Services |
The Investment Funds Institute of Canada
 The Investment Funds Institute of Canada Financial ConglomeratesFinance The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada. | Finance |
Toronto Financial Services Alliance
 Toronto Financial Services Alliance Financial ConglomeratesFinance Toronto Financial Services Alliance provides financial services. It specializes in sector growth and business development, education and talent, research and policy and marketing. The company was founded in 2001 and is headquartered in Toronto, Canada. | Finance |
M.R.S. Trust Co.
M.R.S. Trust Co. Finance/Rental/LeasingFinance Part of Laurentian Bank of Canada, M.R.S. Trust Co. is a Canadian company that provides deposit and lending services. The company is based in Toronto, Canada. | Finance |
FundSERV, Inc.
 FundSERV, Inc. Cable/Satellite TVConsumer Services FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada. | Consumer Services |
Holland Bloorview Kids Rehabilitation Hospital
 Holland Bloorview Kids Rehabilitation Hospital Hospital/Nursing ManagementHealth Services Holland Bloorview Kids Rehabilitation Hospital operates as a children’s rehabilitation hospital focuses on improving the lives of kids with disabilities. It offers treatments, technologies, therapies and real-world programs that give children with disabilities the tools to participate fully in life. The company is headquartered in Toronto, Canada. | Health Services |
Cumberland Partners Ltd. (Ontario)
Cumberland Partners Ltd. (Ontario) Real Estate DevelopmentFinance Cumberland Partners Ltd. is a real estate company based in Toronto, Canada. The Canadian company provides real estate services. The CEO of the private company is Charles Robert Sims. | Finance |
| MMLP GP, Inc. | |
Quadrus Trimark Balanced Fund
 Quadrus Trimark Balanced Fund Investment Trusts/Mutual FundsMiscellaneous Quadrus Trimark Balanced Fund operates as a balanced fund, which is managed by Invesco Canada Ltd. The Fund invests in a balanced portfolio of Canadian equities, fixed income securities of Canadian issuers, both government and corporate and foreign equities and fixed income securities. It was founded on July 10, 2003 and is headquartered in Toronto, Canada. | Miscellaneous |
- Stock Market
- Insiders
- Charles Robert Sims
