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Bobby McBride, MBA, CFA, CFP, CFC
Financial Planner and Portfolio Manager
My Story
I provide financial advice to people I care about. I spent over a decade in the wealth management divisions of Canada’s two largest banks, advising some of their highest-value clients. While the experience was invaluable, I grew frustrated in an environment where profitability was more important than people.
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Today, I work in an independent setting with Designed Securities, where objectivity and professional judgment come first. This allows me to focus on what matters most: delivering practical, unbiased advice tailored to your unique circumstances.


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