Who We Are
20 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.
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 non-for-profit organizations. We are subadvisors to the CWB Wealth Management Onyx mutual funds and currently have over $1.3 billion of assets under management. We have a dedicated team of 26 professionals bringing to life our vision of making CWB McLean & Partners your wealth management company of choice.
Our Core Values
Our Journey with CWB Financial Group
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 WM Onyx Mutual Funds.
We are excited to embark on this journey together with CWB Wealth Management to be your wealth management company of choice.