Who We Are

Over 22 years of helping people make their world better.

The vision for CWB McLean & Partners was inspired by Brent McLean’s early years working in large national investment firms in Canada – he knew a better way existed when it came to focusing on our clients’ best interests. On June 23, 1999, Brent McLean and three others embarked on a journey to build Canada’s most respected wealth management company. Two of the founders, Kevin Dehod and Russ MacKay remain active in moving the business forward today.

Based in Calgary, CWB McLean & Partners Wealth Management has put our clients at the heart of everything we do since first opening in 1999. While there has been significant change within our industry and even at our company, our team’s unwavering commitment to put our clients first has remained a constant.

We provide personalized investment strategies for high net worth individuals and families, institutions, small foundations, and not-for-profit organizations. We are subadvisors to the CWB Wealth Management Onyx Mutual Funds and currently have over $2 billion of assets under management and administration. We have a dedicated team of professionals bringing to life our vision of making CWB McLean & Partners your wealth management company of choice.

Our Values

We're Stronger with Two Heartbeats

Our Journey with CWB Financial Group

Our journey with Canadian Western Bank, now known as CWB Financial Group, began in May, 2013. CWB Financial Group felt strongly that our addition in growing their wealth management platform would enhance their client relationships. Additionally, being part of the CWB Financial Group has allowed us to broaden the financial service offerings we are able to provide our clients. Early on, we recognized the alignment in our corporate cultures and values, and our similar approach to relationship building with clients. CWB Financial Group has an entrepreneurial approach to the services they provide for their clients – this entrepreneurial fabric is familiar to us.

With the vision of building a premier wealth management arm, CWB Financial Group launched CWB Wealth Management in February, 2016. As a proud boutique subsidiary of CWB Wealth Management, we draw on each other’s breadth of experience, knowledge and support to deliver the best solutions for our clients. Our synergy with CWB Wealth Management has also provided our team strength in operations so we can continue focusing solely on our clients and how we can continue making their lives better. In addition, we are also subadvisors of the CWB Wealth Management Onyx Mutual Funds.

We are excited to embark on this journey together with CWB Wealth Management to be your wealth management company of choice.