Your Team of Investment Professionals
McLean Budden manages each asset class using a team structure. As such the management and service for any one client portfolio is not dependent upon a single team member.
Our policy of widely distributing equity ownership, combined with the team based approach to both research and decision-making, addresses the issue of succession planning and decreases dependency on any one individual. Historically, in the event of retirement, a new professional has been hired approximately three years prior to the retirement date.
If you would like more information on one of McLean Budden’s investment professionals please click on their name below.
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D. C. B. (David) Davies
Vice President
• B.A., University of Western Ontario
• Chartered Financial Analyst (CFA)
• Seven years at RBC Financial Group as Retail Mutual Fund Sales Representative
• Two years at Royal Trust providing investment management to individuals and foundations
• Seven years at RBC Private Counsel providing investment counseling to individuals and foundations
• Joined McLean Budden in 2003, specializing in marketing and client service
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S. L. (Sue) Eagleson
Vice President
• B.A. (Economics), Wilfrid Laurier University
• Chartered Financial Analyst (CFA)
• Joined McLean Budden in 1994, specializing in portfolio management, Separately Managed accounts and client service
• Responsible for the Managed Assets Group
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E. A. (Ted) Harris
Vice President
• B.A., Simon Fraser University
• Canadian Securities Course (Honours)
• Seven years with Canada Life as Group Representative and Manager of Pension Services Office for Central and Eastern Canada
• Three years with Guaranty Trust as National Manager, Pension Services
• Seven years with Royal Bank Investment Management as a portfolio manager, investment policy consultant and Assistant Vice President, Marketing
• Joined McLean Budden in 1990, specializing in portfolio management, marketing and client service
• Member of MB Select Funds team and Managed Assets Group.
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W. G. (Bill) Healy
Vice President
• B. Comm. (Finance), Concordia University
• M. Sc. (Economics), University of London
• Canadian Securities Course
• Chartered Financial Analyst (CFA)
• Two years with RBC Dominion Securities as a Financial Advisor
• Five years with Talvest Fund Management progressing to Vice President, Western Canada
• Two years with Guardian Mutual Funds as Vice President, Quebec
• Four years with TAL Private Management as Vice President
• Joined McLean Budden in 2002, specializing in Private Wealth, Foundations and Endowments and First Nations
• Member of the Managed Assets Group and specialist for the High Income Equity Fund
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D. D. (David) Kilburn
Senior Vice President
• B.A., Bishop's University
• Chartered Financial Analyst (CFA)
• Twelve years at National Bank Financial in product and portfolio management for individual investors
• Joined McLean Budden in 2007, with overall responsibility for Private Client activity
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E. J. (Edward) Kwan
Vice President
• B.Sc., University of Toronto
• Chartered Financial Analyst (CFA)
• Five years at TD Waterhouse as an investment representative and branch manager
• Four years at Sceptre Investment Counsel responsible for the mutual fund area
• Five years at Howson Tattersall Investment Counsel responsible for marketing and sales of institutional, private client and mutual fund products
• Joined McLean Budden in 2001, specializing in Private Wealth portfolio management and investment services to First Nations
• Member of the MB Select Funds (SRI) team
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A. N. (Alexandre) Legault
Vice President
• B.A., Université Laval
• MBA. (Honours, Operations Research), Université Laval
• Chartered Financial Analyst (CFA)
• Seven years with Sport Prospects as Director of Finance
• Three years with National Bank Financial first as Senior Product Analyst and then as Manager of Business Development
• Joined McLean Budden in 2006, specializing in Private Client portfolio management, marketing and client service
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R. V. (Bob) Livingston
Senior Vice President
• B.A. (Finance), Queen’s University
• MBA, York University
• Chartered Financial Analyst (CFA)
• Two years with Richardson Greenshields
• Fifteen years at Merrill Lynch Canada as senior fixed income salesman, institutional equity salesman and Senior Vice President/Director
• Six years at RBC Dominion Securities as senior equity sales manager and Vice President
• Joined McLean Budden in 1996
• Team leader for private client portfolio management service
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D. (Dave) Mason
Vice President
• Canadian Investment Manager, CIM
• Fellow of the Canadian Securities Institute, FCSI
• Investment Advisor (Registered Representative) 1988 ~ 1990
• Four Years with Royal Trust responsible for Private Client – Business Development and Client Service
• Nine years at UBS Global Asset Management responsible for Western Canada (Institutional Client Service and Cash Management Business Development)
• Five years at Legg Mason Canada Inc., responsible for Western Canada (Institutional Client Service and Cash Management Business Development)
• Joined McLean Budden in 2009 with responsibility for portfolio management, marketing and client service
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Contact Us
For all general inquiries, please contact us any time at
+1 416 862 9800
privatewealth@mcleanbudden.com
If you would like to contact a particular office or individual, please click here.
