Linnea McKercher
Senior Wealth Advisor and Portfolio Manager @National Bank Financial
Edmonton, AB, CA
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2025 — Present
Senior Wealth Advisor and Portfolio Manager @National Bank Financial
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Edmonton, AB, CA
EDUCATION
1991 — 1993
University of Alberta
Bachelor of Science, Medical Laboratory Science
1995 — 1998
University of Alberta
Master of Business Administration (MBA)
N/A
CFA Institute
CFA Charter
SKILLS
OptionsFixed IncomeFinancial RiskAsset ManagementValuationPortfolio ManagementWealth ManagementAsset AllocationMutual FundsRisk ManagementRelationship ManagementEquity ValuationFinancial ModelingDerivativesFinancial AnalysisFinancial MarketsEquity DerivativesInvestment StrategiesAlternative InvestmentsFinancial ServicesSecuritiesRetirement PlanningBusiness StrategyInvestmentsInvestment ManagementEquity ResearchEconomicsBondsCapital MarketsStrategic Financial PlanningInvestment AdvisoryCorporate FinanceFinanceEquities
ABOUT LINNEA MCKERCHER
Adroit Investment Management amalgamated with CWB Wealth Management effective March 1, 2017.
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