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.

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Glen 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.

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David 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.

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Kevin 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.

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Amanda 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.

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Lily 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.

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Ric Palombi, CFA

Director of Research

Karen Nguyen

Director of Marketing

Karen leads the firm's Culture, Brand, Marketing & Communications, and Business Development strategies.

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Karen 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.

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Erica 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.

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Michelle Krusk

Operations Manager