Perfil
George Brent McLean is the founder of CWB Wealth Partners Ltd., which was founded in 1999.
He held the title of Chairman from 2012 to 2015.
Mr. McLean also held former positions at HSBC Securities (Canada), Inc. as a Principal from 1996 to 1999, at Burns Fry Ltd.
as an Analyst from 1987 to 1990, at Wood Gundy as an Investment Executive, and at Prudential Bache Securities Canada, Inc. as a Principal.
Mr. McLean obtained his undergraduate degree from the University of Calgary in 1978.
Cargos activos de Brent McLean
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Fundador | 01/06/1999 |
Antiguos cargos conocidos de Brent McLean.
| Empresas | Cargo | Fin |
|---|---|---|
HSBC Securities (Canada), Inc.
 HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Corporate Officer/Principal | 30/05/1999 |
| Burns Fry Ltd. | Analyst-Equity | 31/12/1990 |
| Prudential Bache Securities Canada, Inc. | Corporate Officer/Principal | - |
| Wood Gundy | Corporate Officer/Principal | - |
Formación de Brent McLean.
| University of Calgary | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
HSBC Securities (Canada), Inc.
HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Finance |
| Burns Fry Ltd. | Finance |
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 |
| Wood Gundy | Finance |
| Prudential Bache Securities Canada, Inc. |
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