Russ MacKay
Oprichter bij CWB Wealth Partners Ltd.
Profiel
Mr. Russell I.
MacKay is a Private Wealth Advisor & Portfolio Manager at CWB Wealth Partners Ltd.
As a Portfolio Manager, he draws on his years of experience and professional network to help our clients properly align their portfolio to their goals and objectives, and serve as a sounding board for broader wealth issues.
He became a founding partner in CWB Wealth Partners in 1999 because of his belief in the client-focused business model.
Mr. MacKay was employed as an Investment Advisor by BMO Nesbitt Burns, Inc. and a Principal by Shaw Communications, Inc.
He received his undergraduate degree from the University of Lethbridge.
Actieve functies van Russ MacKay
| Bedrijven | Functie | Begin |
|---|---|---|
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Oprichter | 01-06-1999 |
Eerdere bekende functies van Russ MacKay
| Bedrijven | Functie | Einde |
|---|---|---|
BMO Nesbitt Burns, Inc.
 BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
| SHAW COMMUNICATIONS INC. | Corporate Officer/Principal | - |
Opleiding van Russ MacKay
| University of Lethbridge | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |
Shaw Communications, Inc.
 Shaw Communications, Inc. Major TelecommunicationsCommunications Shaw Communications, Inc. engages in the provision of cable telecommunications and satellite video services. The company was founded by James Robert Shaw on December 9, 1966 and is headquartered in Calgary, Canada. | Communications |
BMO Nesbitt Burns, Inc.
BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Finance |
