Russ MacKay, CIM, MFA-P^TM

Location
Calgary, Alberta

“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, 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, transitioning to retirement, or preparing for their legacy, I want to support them every step of the way.

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.