Russ MacKay

Founder at CWB Wealth Partners Ltd.

Finance

Consumer Services

Communications

Profile

Mr. Russell I.
MacKay is a Private Wealth Advisor & Portfolio Manager at CWB Wealth Partners Ltd.
As a Portfolio Manager, he draws on his years of experience and professional network to help our clients properly align their portfolio to their goals and objectives, and serve as a sounding board for broader wealth issues.
He became a founding partner in CWB Wealth Partners in 1999 because of his belief in the client-focused business model.
Mr. MacKay was employed as an Investment Advisor by BMO Nesbitt Burns, Inc. and a Principal by Shaw Communications, Inc. He received his undergraduate degree from the University of Lethbridge.

Russ MacKay active positions

Companies	Position	Start
CWB Wealth Partners Ltd. CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations.	Founder	1999-05-31

All active positions of Russ MacKay

Former positions of Russ MacKay

Companies	Position	End
BMO Nesbitt Burns, Inc. BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada.	Corporate Officer/Principal	-
SHAW COMMUNICATIONS INC.	Corporate Officer/Principal	-

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Training of Russ MacKay

University of Lethbridge

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	3
CWB Wealth Partners Ltd. CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations.	Finance
Shaw Communications, Inc. Shaw Communications, Inc. Major TelecommunicationsCommunications Shaw Communications, Inc. engages in the provision of cable telecommunications and satellite video services. The company was founded by James Robert Shaw on December 9, 1966 and is headquartered in Calgary, Canada.	Communications
BMO Nesbitt Burns, Inc. BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada.	Finance

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