Russ MacKay, MFA-P^TM, CIM^®

“For me, there are three simple rules for building trusted relationships: Do what you say you’re going to do, finish what you start, and say please and thank you.”

My career in wealth management started over 30 years ago, gaining early experience with Burns Fry and eventually Nesbitt Burns. But the real excitement came in 1999 when I was part of the team which founded McLean & Partners (now CWB Wealth Partners), a Calgary based investment boutique serving affluent clients. Over the years, our success grew as a result of our client-centric approach rooted in independent research. This time-tested formula has been carried forward under the CWB Wealth brand.

Today, I’m passionate about sharing my knowledge of investing and wealth management, as well as my business acumen and life experiences, where these can add value to my clients’ lives. Whether at the early stages of building their wealth or transitioning to retirement and beyond, I want to support them every step of the way. 

Planned giving is an area that’s particularly close to my heart. In addition to obtaining the designation Master Financial Advisor in Philanthropy (MFA-P), I’ve explored this more deeply through my own philanthropic pursuits with my family. I enjoy sharing my expertise and personal experiences in this area, to help others consider possibilities they may not even know exits and create meaningful change.

It’s important to me that our clients have an unrivaled experience, so I’m dedicated to promoting the growth of our firm from within as well. I actively participate in internal committees focused on strategic initiatives and client communications, and support the career development of my younger colleagues through mentorship.