Malcolm Jones, MBA, CFA

“I’m intrigued by watching the world, and seeing the gears and pulleys interact. I enjoy using these insights to help people achieve their financial goals.”

I was inspired to pursue a career in wealth management while doing the Queen’s Business Competition during my undergraduate degree. In our case study, we assessed investment options available to a family that owned a successful business, which no one in the family wanted to take over on the death of its founder (the father). I was moved by his widow’s plight (she needed near and long-term financial advice) and felt that working with people like her would be a rewarding career for me.

Having taken this decision, I dove headlong into the fascinating world of financial research and all that data swirling around. Every day is different when it comes to research, and I was drawn to distilling the data, seeing how data points interact, and then making informed forecasts to help people achieve their financial goals.

At CWB Wealth, we take a team-based and long-term approach to our research. Everyone brings something to the table, and with our egos firmly checked at the door, we make decisions with the clients in mind. I create fixed income investment strategies that are secure and enduring, with the goal of increasing profits to make asset growth and protection possible. Together with my colleagues, we execute the firm’s strategy of focusing on risks and rewards, distilling the wheat from the chaff in the deluge of daily headlines and topical investment trends.

I cut my teeth at TELUS, working in their Pension Investment department. I then joined Adroit Investment Management in 2005, which was acquired three years later by CWB. I hold a B.Comm and an MBA from the University of Alberta, as well as the Chartered Financial Analyst (CFA^®) designation.