Charles Robert Sims

Chief Executive Officer at

Cumberland Partners Ltd.

65 year

65 connections

Finance

Miscellaneous

Consumer Services

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 Provides deposit and lending services	Chairman	27/10/2010
Upper Canada College Upper Canada College Other Consumer ServicesConsumer Services Functions as a College/University	Director/Board Member	-
Cumberland Partners Ltd. Cumberland Partners Ltd. Investment Trusts/Mutual FundsMiscellaneous Provides investment fund advice	Chief Executive Officer	-
Cumberland Private Wealth Management, Inc. Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures.	Chief Executive Officer	-
Cumberland Partners Ltd. (Ontario) Cumberland Partners Ltd. (Ontario) Real Estate DevelopmentFinance Provides real estate services	Chief Executive Officer	-

All active positions of Charles Robert Sims

Former positions of Charles Robert Sims

Companies	Position	End
IGM FINANCIAL INC.	Chief Executive Officer	06/05/2013
Mackenzie Financial Corp. Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers.	Chief Executive Officer	06/05/2013
FRANKLIN RESOURCES, INC.	Corporate Officer/Principal	31/12/2004
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Linked companies

Private companies	21
Franklin Resources, Inc. Franklin Resources, Inc. Investment ManagersFinance Operates as a holding company which provides investment management services	Finance
Mackenzie Financial Corp. Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers.	Finance
Franklin Templeton Investments Corp. Franklin Templeton Investments Corp. Investment ManagersFinance FTIC’s equity strategies seek to identify stocks it believes to be significantly undervalued in markets across the globe. The strategies are managed in accordance with Sir John Templeton’s investment philosophy and approach, which are based on three tenets: value, patience, and bottom-up stock selection. By combining time-proven fundamental analysis with original research, the investment team searches for companies that meet their criteria of quality and valuation.	Finance
Mackenzie Master LP Mackenzie Master LP Investment Trusts/Mutual FundsMiscellaneous Distributes redemption charge securities of mutual funds	Miscellaneous
Putnam U.S. Holdings I LLC Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services	Finance
Quadrus Trimark Balanced Fund Quadrus Trimark Balanced Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
IGM Financial, Inc. IGM Financial, Inc. Investment ManagersFinance Operates as a personal financial services company, which manages and distributes mutual funds & other managed asset products	Finance
Cumberland Private Wealth Management, Inc. Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures.	Finance
University of Western Ontario University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Mackenzie, Inc. Mackenzie, Inc. Investment ManagersFinance Provides investment service	Finance
Cumberland Partners Ltd. Cumberland Partners Ltd. Investment Trusts/Mutual FundsMiscellaneous Provides investment fund advice	Miscellaneous
The Financial Executives Institute
The Canadian Institute of Chartered Accountants The Canadian Institute of Chartered Accountants Miscellaneous Commercial ServicesCommercial Services Engages in developing and supporting accounting, auditing and assurance standards for organizations in Canada	Commercial Services
The Investment Funds Institute of Canada The Investment Funds Institute of Canada Financial ConglomeratesFinance Provides investment and advisory services	Finance
Toronto Financial Services Alliance Toronto Financial Services Alliance Financial ConglomeratesFinance Provides financial services	Finance
M.R.S. Trust Co. M.R.S. Trust Co. Finance/Rental/LeasingFinance Provides deposit and lending services	Finance
FundSERV, Inc. FundSERV, Inc. Cable/Satellite TVConsumer Services Provides electronic business services to the Canadian investment fund industry	Consumer Services
Holland Bloorview Kids Rehabilitation Hospital Holland Bloorview Kids Rehabilitation Hospital Hospital/Nursing ManagementHealth Services Operates as a children's rehabilitation hospital which focuses on improving the lives of kids with disabilities	Health Services
Cumberland Partners Ltd. (Ontario) Cumberland Partners Ltd. (Ontario) Real Estate DevelopmentFinance Provides real estate services	Finance
Upper Canada College Upper Canada College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
MMLP GP, Inc.