Specialties: Wealth Management - Integrating financial planning with Portfolio Construction through the use of 'wrap' accounts & income accounts. We provide comprehensive investment solutions for high net worth families, and institutions
Ross W. McCrady, Vice President and Senior Investment Advisor, began his career in the investment industry in February of 1969 with Richardson Securities. Circumstances allowed a move to Vancouver in September of 1973, when he accepted an offer from Merrill Lynch to join their institutional team. His primary role was to facilitate money market trading and provide support to the bond and equity traders. In 1975, the offer by Pitfield MacKay Ross to become the Institutional Representative in Edmonton was accepted. For the next 10 years, he was active covering Edmonton, Saskatchewan, and the North West Territories’ pensions, government institutions, corporations & foundations for stocks, bonds and money market needs. In 1985, Nesbitt Burns’ predecessor firm, Nesbitt Thomson provided an offer to handle the Edmonton institutions exclusively. Without having to cover such a broad geographical area, Ross was able to take on individuals as clients as well.
With Ross’ 20 years of institutional experience, and the emergence of the "wrap" account process, his direction has moved to servicing high net worth individuals, and small institutions.
Sean C. Rourke, Investment Advisor, and Financial Planner, has worked with Ross since December, 1997. After graduating from the University of Alberta’s Bachelor of Commerce degree program with a major in Finance, Sean began work with Mr. McCrady as an assistant. Throughout his time with Mr. McCrady’s Wealth Management Group, he has taken a bigger role with client’s portfolios. He has been licensed as an investment advisor since 1999, and obtained his FMA designation in 2002. Currently, Sean is a CFA candidate.
Linda T. Desnoyer, Investment Representative, has worked as a sales assistant for four years at National Bank Financial. She began in the industry in 1997 as a wire operator in the securities cage and became a Sales Assistant by 1998. Her primary role as our Sales Assistant is client service as she provides clients with administrative and operational needs as well as any other information clients may request. She joined The McCrady Wealth Management Group in May 2002.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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