Edward Friedman, CFA, MBA

Location
Calgary, Alberta

"The markets are the ultimate teacher—always humbling because they’re unpredictable. There's no room for arrogance because the market will always find a way to show you what it's capable of.” 

Before joining CWB Wealth in 2007, I honed my skills as an analyst at one of Israel’s largest investment houses. This experience provided me with a solid foundation in research and analysis, which I continue to apply to my work today. Over my 30-year career, I’ve remained committed to disciplined research and having a thorough understanding of company fundamentals, to ensure every decision is informed and intentional. 

Today, I remain focused on delivering personalized and thoughtful investment strategies, so clients can trust that their portfolios are in expert hands. In managing the Small-Mid Cap Equities portfolio at CWB Wealth, an area I’ve specialized in for the past 17 years, my focus is on uncovering undervalued companies with strong management teams and promising catalysts that are often overlooked by the broader market.   

Navigating this landscape requires a careful balance of risk and reward, and I embrace the challenge of working within a dynamic—and sometimes volatile—environment. My approach involves seeking out opportunities in companies that others might dismiss or avoid, often because their potential is yet to be realized. By digging deeper into these businesses, I aim to anticipate turnarounds and identify opportunities to outperform benchmarks. This personalized, high-touch interpretation of investment opportunities sets my strategy apart, allowing me to create value for our clients by understanding the unique potential of each company in the portfolio.