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
Private 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
Private Client Portfolio Manager
Tom Stachiw, CIM
Private Client Portfolio Manager
Tom Stachiw joined our Client Portfolio Management team in August, 2017. Tom works directly with our clients, providing them expertise in managing and monitoring their investment portfolios to help them reach their financial goals.
See Full BioTom Stachiw, CIM
Private Client Portfolio Manager
Matt Dunn, CFA, MBA
Investment Advisor
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
Investment Advisor
Anna Premyslova
Associate
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.
See Full BioAnna Premyslova
Associate
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
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.
See Full BioJeanette 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.
See Full BioGloria 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.
See Full BioMimie 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.
See Full BioAshley 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.
See Full BioTamara Corkum
Director of First Impressions
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.
See Full BioRic Palombi, CFA
Director of Research
Edward Friedman, CFA, MBA
Senior Research Analyst
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.
See Full BioEdward Friedman, CFA, MBA
Senior Research Analyst
Saket Mundra, CFA, MBA
Senior Research Analyst
Saket manages our US equity pool. His previous experience includes co-founding an investment firm, Genesis Financials.
See Full BioSaket Mundra, CFA, MBA
Senior Research Analyst
Jimmy Desai, CFA, MBA
Senior Research Analyst
Jimmy covers international equities and is the co-lead of the firm’s Global Equity Pool. Prior to joining CWB McLean & Partners, Jimmy worked as an environment consultant and was a software developer.
See Full BioJimmy Desai, CFA, MBA
Senior Research Analyst
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.
See Full BioImran Usmani, CFA, CPA, CA
Research Analyst
Operations Team
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
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
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
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
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.
See Full BioRyan 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.
See Full BioMike 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.
See Full BioKaren Nguyen
Director of Marketing
Anna Erikh, BComm
Marketing Coordinator
Anna supports Marketing & Communications, Culture, and Business Development initiatives.
See Full BioAnna Erikh, BComm
Marketing Coordinator