Edmonton Private Wealth Management Team | Mercer Canada

Edmonton Private Wealth Management Services

MARSHALL MCALISTER, CFA

Private Wealth Counsellor, Principal

Investment Insights from Science and Practice

Marshall’s practice unites financial science with the practical experience of a seasoned investment management. With over 15 years of experience providing advice and wealth management services to affluent and high-net-worth clients, you can read his insights in the book he authored, The Brilliance of Boring Investing—An Academic Approach to Portfolio Design. Marshall is a CFA Charterholder He received his Bachelor of Commerce (Major Finance) from the University of Alberta and has completed several related educational designations including a Professional Financial Planning designation.

CONTACT INFO

Edmonton Office
11523—100 Avenue NW
Suite 402
Edmonton, Alberta
T5K 0J8, Canada

Telephone: +1 780 638 2490
Toll Free: +1 888 638 2490

CARY T. WILLIAMS

Associate Private Wealth Counsellor

A Passionate Financial Builder

Cary brings over a decade of business and advisory experience to his associate private wealth counsellor role. Cary expertly combines financial planning with helping our affluent clients obtain answers to key questions surrounding their wealth. Prior to joining our team, Cary spent five years advising entrepreneurs on the unique challenges of building a business. He holds a Bachelor of Commerce degree from the University of Alberta and a Certification in Financial Planning (CFP). Innovation and entrepreneurship are Cary’s top passions. He is a member of Startup Edmonton’s Founders 50 and the Edmonton chapter of the Manning Innovation Awards. He has previously acted as Co-chair of the City of Edmonton’s NextGen Initiative.

CONTACT INFO

Edmonton Office
11523—100 Avenue NW
Suite 402
Edmonton, Alberta
T5K 0J8, Canada

Telephone: +1 780 638 2493
Toll Free: +1 888 638 2490 

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Mercer’s private wealth services in Canada are delivered by Pavilion Advisory Group Limited, an indirectly, wholly owned subsidiary of Marsh & McLennan companies and an affiliate of Mercer (Canada) Limited and Mercer Global Investments Canada Limited.
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