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
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.
See Full BioAnna 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.
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
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.
See Full BioAshley 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.
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
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’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.
See Full BioSaket 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.
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
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.
See Full BioRic 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.
See Full BioJimmy 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.
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.
See Full BioImran 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.
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
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.
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.
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
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.
Aaron Cleveland
Operations Associate
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
Anna Erikh, BComm
Marketing Coordinator
Anna supports Marketing & Communications, Culture, and Business Development initiatives.
See Full BioAnna Erikh, BComm
Marketing Coordinator