Leadership Advisory Board
Vision, integrity, steadfast - key fundamental traits that are reflected in the experience and commitment of our leaders.
Glen Eastwood
Executive Vice President, Business Transformation, Canadian Western Bank
Glen has extensive leadership experience and is responsible for overseeing Business Transformation, Corporate Operations, Organizational Change Management, Trust Services and Wealth Management.
See Full BioGlen Eastwood
Executive Vice President, Business Transformation, Canadian Western Bank
David Schaffner
President & CEO, CWB Wealth Management
David is a founder of CWB Wealth Management and has a distinguished career as an executive and investment professional. He spent over 30 years in the financial markets and more than 25 of those years in investment management.
See Full BioDavid Schaffner
President & CEO, CWB Wealth Management
Kevin Dehod, CIM
President & CEO
As a founder of CWB McLean & Partners, Kevin Dehod was appointed CEO in January 2014. Passionate about providing wealth counsel to clients, Kevin still manages a limited client base in addition to advising on our corporate strategy. He is responsible for providing leadership and coaching to the firm’s teams.
See Full BioKevin Dehod, CIM
President & CEO
Amanda Bateman, FMA, CSI
Chief Compliance Officer
Amanda is a member of the senior leadership team at CWB McLean & Partners and is responsible for the firm’s regulatory compliance regime, ensuring we conform to the rapidly changing industry requirements, and implementing best practices for the management of our client's investments.
See Full BioAmanda Bateman, FMA, CSI
Chief Compliance Officer
Lily Lau, CPA, CA
Chief Financial Officer
Lily joined CWB McLean & Partners in November 2007 and is a member of the senior leadership team. Lily is responsible for managing company financial risk and ensuring financial regulatory compliance.
See Full BioLily Lau, CPA, CA
Chief Financial Officer
Ric Palombi, CFA
Director of Research
Ric provides leadership to the research team, oversees all mandates at CWB McLean & Partners, and is the portfolio manager for the firm’s international, fixed income and asset allocation strategies.
See Full BioRic Palombi, CFA
Director of Research
Karen Nguyen
Director of Marketing
Karen leads the firm's Culture, Brand, Marketing & Communications, and Business Development strategies.
See Full BioKaren Nguyen
Director of Marketing
Erica Gordon
Client Experience Manager
Erica is one of the original team members of CWB McLean & Partners and leads the Client Service Associate team in bringing to life exceptional service to our clients.
See Full BioErica Gordon
Client Experience Manager
Michelle Krusk
Operations Manager
With over 25 years in the wealth management industry, Michelle is as passionate as she is proficient at streamlining processes to optimize operational efficiency.
See Full BioMichelle Krusk
Operations Manager