Linnea McKercher, CFA
VP, Portfolio Manager
Beyond The Office
Linnea is an avid equestrian and competes regularly in both Show Jumping and Eventing disciplines. Being involved in a local business with her husband, Linnea connects and identifies with many business owner clients as they're also facing the same challenges. She is a self-proclaimed “geek” of the investment world, always hungry to learn more, and help mold future investment professionals. Her role as the past president of the CFA Society Edmonton fueled her desire to learn and grow in the industry. This role provided her opportunity to build a network of like-minded investment professionals, stay abreast of industry trends, and gain access to valuable resources.
“Investment management is my passion. It is really easy for me to come to work every day because I genuinely care about my clients and their financial well-being.”