Profile
Mr. James A.
Goar is Investment Analyst of Canadian Equities at Cumberland Private Wealth Management, Inc. where he is also member of the Investment Committee.
Prior to joining Cumberland Private Wealth Management in 2006, Mr. Goar was employed as Chief Investment Officer by O'Donnell Capital Group, Inc., Portfolio Manager by Brandywine Global Investment Management, and Portfolio Manager & Analyst by Clarica Life Insurance Co. US.
Mr. Goar has an MBA and Law degree.
He is also a Chartered Financial Analyst.
Former positions of James A. Goar
| Companies | Position | End |
|---|---|---|
O'Donnell Capital Group, Inc.
 O'Donnell Capital Group, Inc. Investment ManagersFinance James O'Donnell founded O'Donnell Asset Management Corp. (OAM), manager of the Emerging Companies Fund, in January 2002. The firm is located in North York, Ontario. | Chief Investment Officer | 29/01/2008 |
Brandywine Global Investment Management (Canada) ULC
 Brandywine Global Investment Management (Canada) ULC Investment ManagersFinance Brandywine Global Investment Management (Canada) ULC (Brandywine Global Canada) is a Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded in 1986 and is a direct subsidiary of Legg Mason Holdings 2 (Cayman) LP, ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Brandywine Global Canada provides investment advisory and fund management services to institutional clients. | Corporate Officer/Principal | - |
| Clarica Life Insurance Co. US | Corporate Officer/Principal | - |
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. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Brandywine Global Investment Management (Canada) ULC
Brandywine Global Investment Management (Canada) ULC Investment ManagersFinance Brandywine Global Investment Management (Canada) ULC (Brandywine Global Canada) is a Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded in 1986 and is a direct subsidiary of Legg Mason Holdings 2 (Cayman) LP, ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Brandywine Global Canada provides investment advisory and fund management services to institutional clients. | Finance |
| Clarica Life Insurance Co. US | 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 |
O'Donnell Capital Group, Inc.
O'Donnell Capital Group, Inc. Investment ManagersFinance James O'Donnell founded O'Donnell Asset Management Corp. (OAM), manager of the Emerging Companies Fund, in January 2002. The firm is located in North York, Ontario. | Finance |
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