Bernadette Churchill, MBA, CIM®
Client Portfolio Manager
Years of Industry Experience: 20
Years with CWB McLean & Partners: Joined in September 2020
Bernadette has extensive experience in both the sell-side and buy-side of capital markets. Most recently, she worked as a Portfolio Manager and Director of Research at a family office, where she developed customized investment solutions to generate favourable returns under the investment mandate.
Prior to that, Bernadette developed enduring advisory client relationships at a boutique investment firm. Guided by the proverb that “knowledge is power,” she’s mastered the ability to distill complex investment products, strategies and plans into comprehensible solutions for her clients.
Bernadette holds an MBA from the University of Phoenix and a Bachelor of Arts in Economics from the University of Victoria.
Hobbies and Interests:Tennis, fitness classes, the arts, hosting dinner parties for family and friends, spending quality time with her daughter and dog, and wondering if more time on the course improves one’s golf game.