Marshall McAlister, CFA

Leadership Profile

Marshall McAlister, CFA

Private Wealth Counsellor, Partner

Investment insights from science and practice        

Marshall’s advisory practice unites financial science with the practical experience of a seasoned investment management. With over 20 years of experience providing advice and wealth management services to 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. He received his Bachelor of Commerce (Major Finance) from the University of Alberta, holds the Professional Financial Planning designation and also is holds the Chartered Financial Analyst (CFA) designation.

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

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


Ready for end-to-end wealth management support?

Learn more on Mercer’s unique approach, see how it can simplify and improve your level of comfort and quality of experience in managing your wealth. Chat with us today.
*Required Fields

By clicking Submit, I agree to the use of my personal information according to the Mercer Privacy Statement. I understand that my personal information may be transferred for processing outside my country of residence, where standards of data protection may be different.


Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.