Saket Mundra, CFA, MBA

Location
Calgary, Alberta

“Life is about seeking truth, savouring stories, and finding joy in the journey—whether through investing in the markets or a perfect cup of coffee.”

Trained as an engineer, I started out in software but quickly discovered it wasn’t for me. After two years, I left my job without a plan, and my father asked me a question that stuck: What will you do to avoid this situation again? It took two years of reflection to realize the answer. Investing—which was something I did on the side—was a world I could immerse myself in completely. So, I decided to pursue that path. 

I worked in emerging markets and co-founded an investment firm before coming to CWB Wealth in 2013 to co-manage our U.S. Equity portfolios. My daughter jokes that I don’t work—I just look at green and red numbers all day. In truth, I’m driven by the idea of creating financial security and growth for others so they can focus on what matters most to them. 

In drawing from global insights, I delve beyond surface information. For me, investing has never been just about numbers—it’s about stories. Stories of people who built something from scratch and made it work. When I analyze companies, I dig into the psychology and culture that drive their success. Why do people pay a premium for Apple products? What makes Costco a place where people spend more but leave feeling good? I’m curious to know what these companies do differently. It’s the decisions, the values, and the vision of leaders that create lasting impact—and those insights fuel my work. 

I hold an MBA from the Rotman School of Management at the University of Toronto and am a CFA Charterholder. But for me, real learning happens when I sit still long enough to listen and learn from the stories of those around me.