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 holds the Chartered Financial Analyst designation.

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Anna Premyslova, CFA

Investment Advisor

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.

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Bernadette 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.

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Erica 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.

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Gloria Roker

Client Service Associate

Ashley Bauer

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

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.  

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Jessica 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. 

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Mike Ostrzenski

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

Scott Blair, CFA

Chief Investment Officer

Scott’s expertise in portfolio management and equity research stems from his over 25 years of experience in the financial industry. As Chief Investment Officer, Scott
provides leadership and oversight to our investment teams. His responsibilities include development and execution of our investment philosophy, asset allocation strategy, oversight of our current investment mandates and teams, as well as exploring new investment solutions.

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.

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Saket Mundra, CFA, MBA

Portfolio Manager, U.S. Equities

Mark Maksymowych

Research Analyst, U.S. Equities

Mark completed his Bachelor of Commerce degree at the University of Alberta and is currently working through the Charted Financial Analyst program. He specializes in researching North American equities, including analysis of business models, financial metrics, management teams and growth potential.

Mark Maksymowych

Research Analyst, 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.

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Glen 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

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

Research Analyst, Canadian Equities

Ric Palombi, CFA

Director of Research, International Equities

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, International Equities

Jimmy Desai, CFA, MBA

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.

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Jimmy Desai, CFA, MBA

Portfolio Manager, International Equities

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. 

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Edward Friedman, CFA, MBA

Portfolio Manager, International Equities

Imran Usmani, CFA, CPA, CA

Research Analyst, 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.

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Imran Usmani, CFA, CPA, CA

Research Analyst, 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

Aliyah Khatri, CFA, FRM

Associate Portfolio Manager, Credit, Fixed Income

Aliyah has over 12 years of credit risk management experience, and specializes in credit analysis and financial modeling. She has spent the last five years focused within the investment industry, working as an analyst for ICBC’s fixed income investment team. Her current role sees her analyzing companies for fixed income investment and monitoring economic trends.

Aliyah Khatri, CFA, FRM

Associate Portfolio Manager, Credit, Fixed Income

Mykel Samuel, MBA

Research Analyst, Reporting, Fixed Income

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 reporting and trading for the money market, fixed income, and equity.

Mykel Samuel, MBA

Research Analyst, Reporting, Fixed Income

Operations Team

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

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.

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Lindsay 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.  

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Tinashe 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.

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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

Aaron Cleveland

Operations Associate

As Operations Associate, 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. 

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Aaron Cleveland

Operations Associate

Marketing 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