MJ
Malcolm Jones
Vice President Fixed Income at Cwb Wealth
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Work Experience
Vice President Fixed Income
Mar 2017 - Present · 7 years and 9 months
adroit investment management
Mar 2005 - Present · 19 years and 9 months
Vice President
Mar 2017 - Present · 7 years and 9 months
Portfolio Manager
Mar 2005 - Jun 2010 · 5 years and 3 months
Company Details
201-500 Employees
With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management. Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French. Being part of CWB Financial Group uniquely positions us as a trusted leading wealth advisor in Canada. We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
10303 Jasper Avenue 1250 Edmonton, Alberta T5J 3N6, CA
Keywords
Wealth managementInvestment and portfolio managementFinancial planningBusiness succession planningEstate planningRetirement planningTax planningMutual fundsRisk managementinsurance
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