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.
See Full BioKevin 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.
See Full BioRuss 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.
See Full BioMatt Dunn, CFA, MBA
Client Portfolio Manager
Anna Premyslova, CFA
Associate Portfolio Manager
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 holds the Chartered Financial Analyst designation.
See Full BioAnna Premyslova, CFA
Associate Portfolio Manager
Bernadette Churchill, MBA, CIM®
Client Portfolio Manager
Bernadette joined our Client Portfolio Management team in September 2020. She is passionate about assimilating and explaining investment products, strategies and plans into comprehensible solutions for her clients, in order to provide greater reassurance and understanding.
See Full BioBernadette Churchill, MBA, CIM®
Client Portfolio Manager
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.
See Full BioErica Gordon
Client Experience Manager
Gloria Roker
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.
See Full BioGloria Roker
Client Service Associate
Jessica Yip
Client Service Associate
As a Client Service Associate, Jessica’s passion for high-level client care is based in 8 years of industry experience. Her attention to detail and proactive approach to managing account administration, executing client trades, and tax document preparation is paired with a genuine love of nurturing long-term relationships.
See Full BioJessica Yip
Client Service Associate
Mike Ostrzenski
Client Service Associate
Mike understands the importance of establishing trusted client relationships as a Client Service Associate. For him, that means going above and beyond our clients’ expectations to create proactive solutions that provide the exceptional service they deserve.
See Full BioMike Ostrzenski
Client Service Associate
Brody Valette
Client Service Associate
For Brody, exceptional client service means going above and beyond his clients’ expectations to meet their needs. He understands the importance of maintaining trusted relationships, and asks deeper questions to ensure his clients are fully satisfied with the services they receive.
See Full BioBrody Valette
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.
See Full BioTamara Corkum
Director of First Impressions
Research Team
Scott Blair, CFA
Chief Investment Officer
Scott serves as Chief Investment Officer, and has in excess of 25 year of experience in investment management and equities research.
Scott Blair, CFA
Chief Investment Officer
Liliana Tzvetkova, CFA
Portfolio Manager, U.S. Equities
Lilly has close to 10 years of experience in the investment management industry as an equity analyst and portfolio manager. She spent half of her career with CWB, where she oversees the Equity Portfolio with the Adroit Investment Method. Previously, she worked with Dundee Capital Markets and Industrial Alliance securities.
Liliana Tzvetkova, CFA
Portfolio Manager, U.S. Equities
Saket Mundra, CFA, MBA
Portfolio Manager, U.S. Equities
Saket manages our US equity pool. His previous experience includes co-founding an investment firm, Genesis Financials.
See Full BioSaket Mundra, CFA, MBA
Portfolio Manager, U.S. Equities
Glen Chui
Research Analyst, U.S. Equities
Prior to joining CWB McLean & Partners in July 2020, Glen worked with several banks in their corporate banking and distressed loans departments, primarily covering companies in the resources and energy industry. He enjoys reading up on business and psychology, and applies this knowledge to his research.
See Full BioGlen Chui
Research Analyst, U.S. Equities
Gil Lamothe, CFA
Senior Portfolio Manager, Canadian Equities
Gil Lamothe draws from over 25 years of financial expertise to manage Canadian Dividend portfolios for high-net-worth families, individuals and corporation at Leon Frazer & Associates. Gil views his clients’ financial success as more than just an accumulation of assets. In his view, their wealth represents a lifetime of effort and accomplishments. He considers it a great privilege to be entrusted with the task of securing this.
Gil Lamothe, CFA
Senior Portfolio Manager, Canadian Equities
Scott Cuthbert, CFA
Associate Portfolio Manager, Canadian Equities
Scott joined the investment management team at Leon Frazer in 2018. His role is concentrated on stock analysis and structure of the Canadian portfolio.
Scott Cuthbert, CFA
Associate Portfolio Manager, Canadian Equities
Connor Barth, CFA
Senior Research Analyst, Canadian Equities
Connor graduated the University of Alberta with a degree in mechanical engineering. He worked for Canadian Natural Resources as a facility engineer, while working towards his CFA designation and also has experience working at a sell-side firm.
Connor Barth, CFA
Senior Research Analyst, Canadian Equities
Ric Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
Ric provides leadership to the research team as head portfolio manager for CWB Wealth Management’s international equities and alternative income.
See Full BioRic Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
Edward Friedman, CFA, MBA
Portfolio Manager, International Equities
Edward has been managing Canadian Equity Pool at CWB McLean & Partners for the past five years, and moving forward, will be more focused on our International investing strategy.
Edward Friedman, CFA, MBA
Portfolio Manager, International Equities
Jimmy Desai, CFA, MBA
Associate Portfolio Manager, International Equities
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.
See Full BioJimmy Desai, CFA, MBA
Associate Portfolio Manager, International Equities
Imran Usmani, CFA, CPA, CA
Associate Portfolio Manager, International Equities
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.
See Full BioImran Usmani, CFA, CPA, CA
Associate Portfolio Manager, International Equities
Malcolm Jones, MBA, CFA
Senior Portfolio Manager, Fixed Income
Malcolm has 25 years of experience in wealth management. He joined the CWB team in 2010 and now directs the analysis and execution of fixed income projects for Onyx Managed Solutions and Adroit Investment Method. Today, he manages more than 60 different client relationships with CWB Wealth Management.
Malcolm Jones, MBA, CFA
Senior Portfolio Manager, Fixed Income
Mykel Samuel, MBA
Manager, Trading & Investment Performance
Mykel spent his first year with CWB Wealth Management on our operations team as the Mutual Fund Administrator before moving to Research. His previous experience also includes private banking, asset management and executing fixed income and equity trades. His current role sees him take on leadership for trading, settlement, and investment performance analysis.
Mykel Samuel, MBA
Manager, Trading & Investment Performance
Ryan Link
Settlement Analyst
Ryan Link joined CWB McLean & Partners in May, 2018 as an Operations Associate and was quickly able to provide his strong technical background.
See Full BioRyan Link
Settlement Analyst
Operations Team
Lily Lau, CPA, CA
VP, Finance
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
VP, Finance
Tracy Easveld-Pontone
Head of Operations
Tracy's career in the industry began over 28 years ago. In her role as Head of Operations, she is responsible for all aspects of operations and client service administration, hardware and software development, technology issues, office administration, and client reporting.
Tracy Easveld-Pontone
Head of Operations
Michelle Krusk
Senior Operations Manager, Client Solutions Support
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
Senior Operations Manager, Client Solutions Support
Loretta Carbonelli
Chief Compliance Officer
Earning a long list of titles, responsibilities and designations, Loretta’s more than 30 years in the financial services has seen her previously work with a variety of organizations, providing oversight in compliance, operations and human resources.
Loretta Carbonelli
Chief Compliance Officer
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.
See Full BioLindsay Marinucci
Senior Compliance Officer
Tinashe Nenzou
Compliance Analyst
Ensuring good governance in our firm is what makes Tinashe such an invaluable part of it. His robust knowledge as a Compliance Analyst assures that Investment Industry Regulatory Organization of Canada (IIROC) regulatory requirements are always fully met. In doing so, Tinashe safeguards the reputation of our employees and Portfolio Managers, so that our clients can be confident their finances are in capable and trusted hands.
See Full BioTinashe Nenzou
Compliance Analyst
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.
See Full BioJamalia 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.
See Full BioCindy Swift
Senior Operations Analyst
Aaron Cleveland
Operations Analyst
As Operations Analyst, Aaron helps assure quality control and an optimal client experience for all new accounts opened by new and existing clients. Being an avid “sports nerd”, teamwork is at the core of everything he does.
See Full BioAaron Cleveland
Operations Analyst
Marketing Team
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
Allison Yarrow
Marketing Manager, External Strategies
Allison supports the strategic vision of CWB McLean & Partners by developing best-in-class marketing solutions to build business and brand awareness.
See Full BioAllison Yarrow
Marketing Manager, External Strategies
Linh Trieu
Marketing Coordinator, External Strategies
Linh helps manage the firm’s e-marketing, events, community investment, and other marketing and business development initiatives.
See Full BioLinh Trieu
Marketing Coordinator, External Strategies