Our research team is obsessed with company DNA. Independent thinkers that collaborate effectively, they dig deep into the fundamentals of a company and are steadfast in their actions. In the most uncertain of times, they gain the most conviction, because they understand and appreciate that great ideas begin with great discomfort.
Ric provides leadership to the research team, oversees all mandates at CWB McLean & Partners, and is the portfolio manager for the firm’s international, fixed income and asset allocation strategies.FULL BIO
Edward is the team lead for the Canadian Equity team and his responsibilities include the allocation of capital in the Canadian portfolio, researching Canadian equities and providing support for the international equities team.FULL BIO
Saket manages our US equity pool. His previous experience includes co-founding an investment firm, Genesis Financials.FULL BIO
Jimmy covers international equities and is the co-lead of the firm’s Global Equity Pool. Prior to joining CWB McLean & Partners, Jimmy worked as an environment consultant and was a software developer.FULL BIO
Nick is a member of the U.S. Equity team and as part of his role; he is accountable for researching new investment opportunities and keeping up to date on companies under his coverage.FULL BIO
Imran is part of the international equities team. He comes to CWB McLean & Partners with experience as a financial auditor and, more recently, was an analyst at a well-respected local investment firm.FULL BIO