Our Team

An entire team behind your portfolio, obsessed with your success and working every day to not only protect and grow your wealth, but provide you a smooth, differentiated experience.

Private Client Portfolio Management Team

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

Russ MacKay, CIM^®

Client Portfolio Manager

As a portfolio manager, Russ draws on his years of experience and professional network to help our clients properly align their portfolio to their goals and objectives, and serve as a sounding board for broader wealth issues.

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Russ MacKay, CIM^®

Client Portfolio Manager

Matt Dunn, CFA, MBA

Client Portfolio Manager

Matt joined the Client Portfolio Management team in October 2016. His responsibilities include managing client relationships, designing and implementing investment policy statements (IPS), managing the overall asset allocation in the client portfolios and developing new client relationships for the firm.

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Matt Dunn, CFA, MBA

Client Portfolio Manager

Anna Premyslova, CFA

Investment Advisor

Anna joined CWB McLean & Partners as an Associate in August 2019. Anna has a meticulous approach to portfolio management and is ingenious in providing exceptional client service. She has completed all three levels of the Chartered Financial Analyst designation.

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Anna Premyslova, CFA

Investment Advisor

Client Service Associate Team

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

Jeanette Brown

Private Client Service Associate

In addition to Jeanette's private client service responsibilities, she also supports the portfolio management team with financial planning. She brings over 18 years of experience in the wealth management industry specializing in Private Client Services.

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Jeanette Brown

Private Client Service Associate

Gloria Roker

Private Client Service Associate

Gloria has a passion for working closely with clients and building enduring relationships. She is skilled at delivering high levels of client service, making her a valuable member of the firm.

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Gloria Roker

Private Client Service Associate

Mimie Tham, CIM

Private Client Service Associate

Mimie Tham joined our Client Service team in 2018. Mimie joined our firm to follow her true passion: better investment portfolio management and client relations.

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Mimie Tham, CIM

Private Client Service Associate

Ashley Bauer

Private Client Service Associate

Ashley joined CWB McLean & Partners in May, 2018 as a Private Client Service Associate with seven years of experience in Wealth Management.

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Ashley Bauer

Private Client Service Associate

Tamara Corkum

Director of First Impressions

Tamara joined CWB McLean & Partners in 2018 and has over 20 years of experience in supporting management and clients. She's also an enthusiastic, trusted and team-oriented colleague.

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Tamara Corkum

Director of First Impressions

The job of managing your assets to ensure they meet your future goals and dreams is a critical one. Rest assured, we are held to a high standard of fiduciary responsibility. Our Client Portfolio Management and Client Service teams are registered under IIROC, and you can find their IIROC AdvisorReports here.

Research Team

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

Edward Friedman, CFA, MBA

Portfolio Manager

Edward is the team lead for the Canadian Equity team and his responsibilities include the allocation of capital in the Canadian portfolio, researching Canadian equities and providing support for the international equities team.

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Edward Friedman, CFA, MBA

Portfolio Manager

Saket Mundra, CFA, MBA

Portfolio Manager

Saket manages our US equity pool. His previous experience includes co-founding an investment firm, Genesis Financials.

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Saket Mundra, CFA, MBA

Portfolio Manager

Jimmy Desai, CFA, MBA

Portfolio Manager

Jimmy is the lead of the firm’s Global Equity Pool and he also covers international equities. Prior to joining CWB McLean & Partners, Jimmy worked as an environment consultant and was a software developer.

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Jimmy Desai, CFA, MBA

Portfolio Manager

Imran Usmani, CFA, CPA, CA

Research Analyst

Imran is part of the international equities team. He comes to CWB McLean & Partners with experience as a financial auditor and, more recently, was an analyst at a well-respected local investment firm.

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Imran Usmani, CFA, CPA, CA

Research Analyst

Operations Team

Amanda Bateman, FMA, FCSI^®

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, FCSI^®

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

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

Lindsay Marinucci

Senior Compliance Officer

Lindsay Marinucci joined CWB McLean & Partners in September 2012 as the Director of First Impressions, and was able to provide exceptional attention and service to high net worth clients with ease.

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Lindsay Marinucci

Senior Compliance Officer

Jamalia Naghiyeva

Accountant

Jamalia joined CWB McLean & Partners as an accountant in October 2011. Her goal is to “never stop challenging herself”, which has brought her to Canada where she successfully started her new career in the Wealth Management industry.

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Jamalia Naghiyeva

Accountant

Cindy Swift

Senior Operations Analyst

Since joining CWB McLean & Partners in 2012, Cindy has been instrumental in key areas of back-end operations – facilitating trade settlements and analyzing and controlling quality of data. Cindy has a true passion for streamlining processes and searching for ways to improve operational efficiencies, but never at the expense of integrity.

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Cindy Swift

Senior Operations Analyst

Ryan Link

Operations Analyst

Ryan Link joined CWB McLean & Partners in May, 2018 as an Operations Associate and was quickly able to provide his strong technical background.

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Ryan Link

Operations Analyst

Mike Ostrzenski

Operations Associate

Mike is responsible for the day-to-day maintenance of all facets of client account opening and client account information.

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Mike Ostrzenski

Operations Associate

Marketing and Communications Team

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

Anna Erikh, BComm

Marketing Coordinator

Anna supports Marketing & Communications, Culture, and Business Development initiatives.

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Anna Erikh, BComm

Marketing Coordinator