Russ MacKay
Founder at CWB Wealth Partners Ltd.
Profile
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.
Russ MacKay active positions
Companies | Position | Start |
---|---|---|
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. | Founder | 1999-05-31 |
Former positions of Russ MacKay
Companies | Position | End |
---|---|---|
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 | - |
Training of Russ MacKay
University of Lethbridge | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
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