Location: Edmonton, Alberta
Email: linnea.mckercher@nbc.ca
Office Phone: 780.969.8375
“Investment management is my passion. It’s easy for me to come to work every day because I genuinely care about my clients and their financial well being.”
With over 25 years of experience working alongside high-net-worth families, business owners, corporations, and institutions, I’m passionate about helping people not only clarify their financial aspirations but also achieve them. My approach is rooted in genuine care and enriched by the diverse perspectives I’ve gained from a variety of roles throughout my career – insights that allow me to better understand and support each client’s unique story.
My journey in finance began at AIMCo, where I took on the roles of trader and investment research analyst. This early foundation led me to Adroit Investment Management, where I immersed myself in every aspect of the business. From trading and portfolio construction, to leading the operations team and serving as Chief Compliance Officer, I had the privilege of helping shape the firm’s success from the ground up. Later, I spent a decade managing the Canadian Equity portfolio, further deepening my expertise.
When Adroit was acquired by Canadian Western Bank, I was proud to continue the firm’s tradition of disciplined, institutional-style investing as Market Lead, Private Wealth, and Portfolio Manager, guiding a talented team of western-based Wealth advisors. Our integration with National Bank Financial Wealth Management brought my career full circle, allowing me to reconnect with the foundational principles and stewardship approach that continue to guide my work every day.
This breadth of experience enables me to anticipate challenges and smooth the way for clients, creating a seamless and supportive experience. I listen carefully – not just to what clients say, but to what they truly need – so I can provide solutions that make a meaningful difference in their lives. As a business owner myself, I deeply understand both the rewards and the pressures that come with entrepreneurship, and I strive to be a steady, empathetic partner for my clients on their financial journeys.
My commitment to lifelong learning and supporting the next generation of investment professionals is unwavering. Serving as past President of the CFA Society Edmonton gave me the chance to connect with peers who share my dedication, stay on top of industry trends, and give back to the profession I love.
Beyond the Office
I’m an avid equestrian and find joy in the challenge and camaraderie of Show Jumping and Eventing competitions. I also love hiking and dream of one day trekking the Grand Canyon from rim to rim. Until then, I’m making the most of the beautiful outdoors closer to home, exploring new trails and discovering hidden gems on foot.