Malcolm John Jones
Portfolio Manager-Fixed Income at CWB Wealth Management Ltd.
Profile
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.
Malcolm John Jones active positions
| Companies | Position | Start |
|---|---|---|
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 |
Former positions of Malcolm John Jones
| Companies | Position | End |
|---|---|---|
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 |
Training of Malcolm John Jones
| University of Alberta | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| TELUS CORPORATION | Technology Services |
| Private companies | 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 |
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