Linnea McKercher, CFA, MBA
Market Lead, Private Wealth, Portfolio Manager
With over 20 years of experience in the wealth management industry, Linnea specializes in working with high net worth clients, business owners, corporations, and a multitude of institutions to meet their financial goals. Her experience is unique in that she spent over 10 years managing our firm’s Canadian Equity portfolio. She has a sophisticated understanding of asset management, macro economics, and the Canadian market in particular. Linnea holds a leadership role at CWB Wealth and is a strong believer in leading by example; therefore, she always strives to maintain the highest possible standard of client service, knowledge and integrity.
Beyond the Office
“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.”