Profile
Mr. Bruce D.
Omand was previously employed as a Portfolio Manager by Cumberland Private Wealth Management, Inc., Independent Trustee by Advantaged Preferred Share Trust, Vice President by Lehman Brothers Ltd., and Senior Institutional Equity Sales Specialist by Wood Gundy.
He received his undergraduate degree from the University of Guelph and an MBA from Queen's University.
Former positions of Bruce D. Omand
Companies | Position | End |
---|---|---|
Advantaged Preferred Share Trust
Advantaged Preferred Share Trust Investment Trusts/Mutual FundsMiscellaneous Advantaged Preferred Share Trust (PFR.UN) is a closed-end investment trust company designed to give holders of units an exposure, on a passive basis and at a low management ratio to the performance of an equally-weighted, diversified notional portfolio of 50 preferred shares the 'Notional Securities' of Canadian issuers the 'Notional Preferred Portfolio'. The company was founded on June 6, 2006 and is headquartered in Toronto, Canada. | Director/Board Member | - |
Wood Gundy | Sales & Marketing | - |
Lehman Brothers Ltd. | Sales & Marketing | - |
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. | Portfolio Manager-Equities | - |
Training of Bruce D. Omand
University of Guelph | Undergraduate Degree |
Queen's University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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 |
Wood Gundy | Finance |
Lehman Brothers Ltd. | |
Advantaged Preferred Share Trust
Advantaged Preferred Share Trust Investment Trusts/Mutual FundsMiscellaneous Advantaged Preferred Share Trust (PFR.UN) is a closed-end investment trust company designed to give holders of units an exposure, on a passive basis and at a low management ratio to the performance of an equally-weighted, diversified notional portfolio of 50 preferred shares the 'Notional Securities' of Canadian issuers the 'Notional Preferred Portfolio'. The company was founded on June 6, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
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- Bruce D. Omand