Linnea McKercher, CFA, MBA

Location
Edmonton, Alberta

“Investment management is my passion. It’s easy for me to come to work every day because I genuinely care about my clients and their financial well being.”

Having worked closely with high-net-worth clients, business owners, corporations and institutions over the past 20 years, I help people articulate and achieve their financial goals. These relationships are enriched by the unique perspectives I hold, due to insights gained from diverse industry roles. 

I started my career as a trader and analyst in investment research, before joining Adroit Investment Management (now CWB Wealth), where I gained knowledge of the business from A-Z. In helping build the firm’s success, I learned all facets of it through roles in trading and portfolio construction, leading the operations team, and then acting as Chief Compliance Officer. Following this, I was Manager of Canadian Equities for 10 years. In cooperation with colleagues, I helped foster an environment of discipline and integrity, which continues to keep our clients at the centre of everything we do.

This foundational knowledge helps me anticipate my clients’ needs and avert potential obstacles, for a smoother client experience. It also informs how I listen for their real needs behind the surface issues they present, so I can offer meaningful solutions. Plus, like many of my clients, I’m a business owner too. So, I understand the financial and emotional stresses that come with this, while also appreciating the benefits of entrepreneurship.

I’m always hungry to learn more and to help mold future investment professionals. Serving as President of the CFA Society Edmonton gave me the opportunity to build a network of like-minded investment professionals and stay abreast of industry trends.