top of page
IMG_0422.JPG

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. 

​

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.

upscaled headline image.png
Untitled (2500 x 1000 px).png
bottom of page