Malcolm John Jones
Portfolio Manager-Fixed Income chez CWB Wealth Management Ltd.
Profil
Mr. Malcolm J.
Jones, CFA MBA, is a Senior Portfolio Manager, Fixed Income at CWB Wealth Management Ltd.
He has over 25 years of experience in wealth management.
He has worked with CWB Wealth and its affiliated brands since 2005.
Mr. Jones was employed as a Vice President & Portfolio Manager by Adroit Investment Management Ltd.
and a Principal by TELUS Corp.
He received his undergraduate degree from the University of Alberta and an MBA from the University of Alberta.
Postes actifs de Malcolm John Jones
| Sociétés | Poste | Début |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Portfolio Manager-Fixed Income | 01/03/2017 |
Anciens postes connus de Malcolm John Jones
| Sociétés | Poste | Fin |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Portfolio Manager-Fixed Income | 01/03/2017 |
| TELUS CORPORATION | Corporate Officer/Principal | 31/12/2004 |
Formation de Malcolm John Jones
| University of Alberta | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| TELUS CORPORATION | Communications |
| Entreprise privées | 2 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Finance |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |
