CWB MCLEAN & PARTNERS WEALTH MANAGEMENT - Key Persons
As Operations Analyst, 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.
As a recent graduate of Finance, Aaron is eager to dive into the world of wealth management. Having completed his studies in 2020, his fresh perspectives bring new energy to our Operations team.
In his role as Operations Analyst, Aaron helps safeguard the quality control of document preparation, maintenance, and updates for accounts opened by both new and existing clients.
His experience at the University of Calgary, performing back-end account and compliance-related work for the payroll department and corporate credit card division, has given Aaron the foundational knowledge needed to position him for success in operations governance. As a sports enthusiast, Aaron knows that teamwork is the basis of any effective organization, and brings this mindset to his day-to-day responsibilities.
Aaron graduated from the BBA program at St. Francis Xavier University in Antigonish, Nova Scotia, with a focus on Finance and Psychology. He continues to pursue industry-related course work with an eye on increasing his accreditation in this field.
Hobbies and Interests:
Aaron loves anything athletics related! As a huge fan of fitness, he is an absolute "sports nerd" and enjoys both playing and watching them. His favorites to play are hockey and golf, and for spectating it's hockey, basketball, baseball and MMA. Aaron also enjoys video games, reading, spending time with family/friends, travelling and seeking out new adventures around the world.
Job Titles:
- Marketing Manager, External Strategies
Allison supports the strategic vision of CWB McLean & Partners by developing best-in-class marketing solutions to build business and brand awareness. She comes to the role of Marketing Manager with a strong reputation from within the firm, developed during her time in administration, insurance operations and in other roles within the marketing department. Allison enjoys her marketing role as it provides a constant opportunity to learn new things from her very supportive colleagues and managers.
Hobbies and Interests:
A real home body, Allison loves to spend her time cooking, baking, reading and cuddling with her pets, Herb and Harvey.
Job Titles:
- Associate Portfolio Manager
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.
Anna is a graduate of the Smith School of Business at Queen's University. Prior to joining our Client Portfolio Management team, Anna held roles in corporate finance within the oil & gas industry before steadily building her professional experience in private wealth management.
Anna has a meticulous approach to portfolio management and is ingenious at providing exceptional client service. She holds the Chartered Financial Analyst designation.
Hobbies and Interests:
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.
In her 20+ years of wealth management experience, Bernadette has counselled diverse individuals, corporations, and family offices, giving her wide knowledge of complex investment needs and solutions. Having worked with both retail clients and in a family office environment, her fine-tuned ability to actively listen and integrate varied perspectives results in more complete and effective outcomes.
Experience has taught Bernadette that people with well-designed, risk-managed plans fare much better than those without them. Guided by the proverb that "knowledge is power," she ensures her clients understand and feel comfortable with their portfolio's direction. This gives them the confidence they need to feel engaged and assured. In curating plans this way, Bernadette and her clients can both sleep well at night.
Hobbies and Interests:
Active by nature, Bernadette enjoys playing golf, tennis and striving to beat her personal best when riding her Peloton bike. While the cold Calgary winters often have her seeking milder temperatures down south, she can also be persuaded to discover new cultures and destinations through her love of travel.
For Brody, exceptional client service means going above and beyond his clients' expectations to meet their needs. He understands the importance of maintaining trusted relationships, and asks deeper questions to ensure his clients are fully satisfied with the services they receive.
For Brody, exceptional client service means going above and beyond his clients' expectations to meet their needs. Always.
Having worked as a Student Financial Planner, he understands the importance of maintaining trusted relationships, and asks deeper questions to ensure his clients are fully satisfied with the services they receive.
Brody graduated from Rochester Institute of Technology with a Bachelor of Science, where he studied Finance and Management Information Systems. He also played for the NCAA Division 1 hockey team while there. To further his education, Brody is currently enrolled in the Canadian Securities Course.
Hobbies and Interests:
Job Titles:
- 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.
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. As a would-be author, she now expends her creative energy on procedural documentation. Tenacious at problem solving, her top priority is always doing what is best for the client and the firm.
Cindy has a true passion for streamlining processes and searching for ways to improve operational efficiencies, but never at the expense of integrity.
Hobbies and Interests:
A country girl at heart, Cindy recently moved to a small village northeast of Calgary where she spends her free time with family and her two fur-babies. She also enjoys computer games and reading.
Job Titles:
- Senior 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.
Job Titles:
- 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, is a Portfolio Manager at CWB McLean & Partners. He has been managing Canadian Equity Pool for the past five years, and moving forward, will be more focused on our International investing strategy.
Prior to joining CWB McLean & Partners, Edward worked as a research analyst for Israel's largest private investment firm Excellence Nessuah. He completed his BA in Economics and Management at the Israeli Open University and received an MBA from Derby University of the UK.
Hobbies and Interests:
Job Titles:
- Client Experience Manager
Erica is one of the original team members of CWB McLean & Partners where they embarked on creating a firm that placed clients at the heart of everything they do. Erica's passion and care for getting to know our clients beyond "numbers on a spreadsheet" is evident in the strong relationships she has with our clients. In her role of Client Experience Manager, Erica leads the Client Service Associate team in bringing to life exceptional service to our clients.
Hobbies and Interests:
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.
Job Titles:
- 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.
Job Titles:
- 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.
Prior to joining CWB McLean & Partners, Glen worked with several banks in their corporate banking and distressed loans departments, primarily covering companies in the resources and energy industry. As a Research Analyst, he examines new and existing companies, and helps manage portfolios and generate new ideas.
Glen has a Bachelor of Commerce in Finance from the University of British Columbia. He is passionate about learning more about the world each day. In his spare time, he enjoys reading about business and psychology, and applies this knowledge to his research.
Hobbies and Interests:
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. Gloria comes to CWB McLean & Partners via RBC Dominion Securities and ScotiaMcLeod, with her most recent experience at a small boutique investment firm. While the enterprise experience gave her the acumen and knowledge, the boutique experience helped her hone her interpersonal and client service skills.
Hobbies and Interests:
Job Titles:
- Associate Portfolio Manager, 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.
As a member of the International Equities team, Imran is responsible for covering existing companies in the international portfolio and generating new ideas. Before joining CWB McLean & Partners, Imran gained experience as a financial auditor at prominent professional accounting firms and was an analyst at a well-respected local investment firm. Imran completed his Bachelor of Commerce and Bachelor of Arts (Hons) in Economics from the University of Toronto. He's a Chartered Financial Analyst and member of the CFA Institute, as well as a Chartered Professional Accountant and a member of CPA Alberta.
Hobbies and Interests:
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.
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.
Jessica's passion for client care is fueled by 8 years of industry experience. In her role as a Client Service Associate, Jessica believes that maintaining organized, efficient processes is key to being a proactive solutions-finder. But it's her love of nurturing close client relationships that truly connects her with the people she supports.
Jessica's high-level client service care includes account administration, executing client trades, and tax document preparation.
Having started in the industry by way of introduction through a friend, Jessica developed the fundamentals of strong client relationships through her experience at BMO. While there, she received several spotlight awards for exceptional client service. Prior to this, Jessica had worked in the medical industry as an Optometric Assistant/Assistant Manager for over 6 years and helped open several practices during that time.
Jessica graduated from the University of Alberta with a Bachelor of Arts in Economics. She has also completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) and holds the Investment Representative (IR) designation.
Hobbies and Interests:
Jessica travelled often as a child, mostly in Southeast Asia, and continues to enjoy travel today with an eye on Europe. In her spare time, she can be found spending time with friends, family, and her dog, Lewie, a rescued mutt.
Job Titles:
- Associate 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.
As an Associate Portfolio Manager, Jimmy is the lead of the firm's Global Equity Pool and he also covers international equities. His main responsibilities include allocating capital in the Global Equity Pool, seeking new investment opportunities, and monitoring existing holdings. Prior to joining CWB McLean & Partners, Jimmy was an environmental consultant and a software developer. He received his MBA from the Rotman School of Management at the University of Toronto and a Bachelor's degree in Electrical Engineering from the University of Ottawa.
Hobbies and Interests:
Job Titles:
- Director of Marketing
- Media Relations
Karen leads the firm's Culture, Brand, Marketing & Communications, and Business Development strategies.
Karen was appointed Director of Marketing for CWB McLean & Partners in September, 2016. She is the lead marketing and communications strategist for the firm, and provides support in business development and culture initiatives. Karen first joined CWB McLean & Partners in April 2013 as the Director of First Impressions where she gained an appreciation for our personalized and highly attentive approach to client care. Karen officially began her marketing career when she was offered the role of Marketing Administrator with CWB McLean & Partners in January 2014.
Hobbies and Interests:
Kevin Dehod - CEO, Founder, President
Job Titles:
- CEO
- Founder
- President
- Founders
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 Bio
Job Titles:
- 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.
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.
Hobbies and Interests:
Job Titles:
- 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.
Lindsay joined CWB Mclean & Partners in 2012 and after spending 5 years in Operations she transitioned to the Compliance Team. Lindsay is primarily responsible for conducting day-to-day compliance supervision including reviewing & approving account documentation. She plays an integral role by supporting the CCO in ensuring the firm has the internal controls to adequately measure and manage risks along with changing regulatory requirements.
Hobbies and Interests:
Job Titles:
- Marketing Coordinator, External Strategies
Linh brings life to CWB McLean & Partners' external marketing strategies and communication plans, to help build business and brand reputation across Canada.
Drawing from her BCom and Certificate in Community Engagement and Service-Learning from the University of Alberta, as well as her experience from the tech industry, Linh helps manage the firm's e-marketing, events, community investment, and other marketing and business development initiatives.
For Linh, the best part of her role is having the opportunity to constantly learn and increase the depth of her marketing knowledge.
Hobbies and Interests:
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.
Job Titles:
- 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.
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.
Prior to joining CWB McLean & Partners, Matt enjoyed a long career in Institutional Equity Sales & Trading as Director of Institutional Sales with First Energy Capital and more recently GMP Securities. Matt's time with First Energy included over three years in the London office dealing with clients in UK and Europe. Matt has also worked as an equity research analyst and began his career as a portfolio analyst with an independent investment manager in Montreal. He received his MBA (Finance) from McGill University and holds a Bachelor of Commerce in Economics from Mount Allison University. Matt is a CFA® charterholder and a member of the Calgary CFA Society.
Hobbies and Interests:
Job Titles:
- President & CEO, CWB Wealth Management
Matt joined CWB Financial Group as a private wealth advisor more than a decade ago. Prior to assuming leadership for CWB Wealth Management in 2020, Matt held progressive leadership roles with CWB in corporate strategy, mergers and acquisitions, and investor relations.
Job Titles:
- Senior Operations Manager, Client Solutions Support
With over 25 years in the wealth management industry, Michelle is as passionate as she is proficient at streamlining processes to optimize operational efficiency. Her overarching goal is to improve the firm's experience for both colleagues and clients. Logical, collaborative and inquisitive, she relieves us from daily minutiae, allowing us to focus our time and resources where they matter most: providing superior client service and results.
Hobbies and Interests:
Job Titles:
- Client Service Associate
- in 2019 As an Operations Associate
Mike joined CWB McLean & Partners in 2019 as an Operations Associate and crossed over to the Client Service Associate team in 2021. Having been responsible for all facets of client account opening and documentation in Operations, Mike understands the importance of establishing trusted client relationships as a Client Service Associate. For him, that means going above and beyond client expectations to create proactive solutions that provide the exceptional service they deserve.
Job Titles:
- Manager, Trading & Investment Performance
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 take on leadership for trading, settlement, and investment performance analysis.
Nick is a Senior Research Analyst who received his MBA in Investment Management from Concordia University in 2016, after completing a BBA in Economics from Bishop's University. He started out at a small hedge fund in Toronto and was certified with his CFA in 2019. He has worked with CWB McLean and Partners for two years previously, before gaining some experience heading Preferred Share Research on the sell-side at Capitalight Research.
Nick's diverse experience helps him take a different view on securities by considering both equity and fixed income when analysing companies. He helps select equity investments for CWB's small-cap fund and fixed income investments for CWB's diversified fixed income fund. He strives for excellence and his work motto is "Good, better, best. Never let it rest, until your good is better and your better is best."
Hobbies and Interests:
Nick loves to cook and try new foods. He's an avid lover of film and television and has even attempted to write his own screenplay.
Rachel's passion for positivity, aptitude for understanding financial matters and enthusiasm for working with clients serve her well in her role as a Client Service Associate. Her all-in attitude makes her a joy to work with and her commitment to constant improvement is inspiring.
Originally from Northern Ireland, Rachel attended the University of St. Andrews in Scotland, completing her Master's Degree in Mathematics in 2017. Her love of financial mathematics led her into financial services.
After moving to Canada, she completed the RBC career launch program, and then joined RBC Dominion Securities as an Associate. She holds her Registered Representative license having completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME).
Hobbies and Interests:
A keen traveler, Rachel is also one half of a harp duo called "Highly Strung" that plays at weddings and other events in the Calgary area. She also loves TV and movies, hiking and exploring and hanging out with friends.
Job Titles:
- Senior Portfolio Manager
- Senior Portfolio Manager, International Equities and Alternative Income
As Senior Portfolio Manager, Ric has more than 20 years of industry experience. Through his day-to-day activities, Ric provides leadership to the research team as head portfolio manager for CWB Wealth Management's international equities and alternative income.
Ric began his career as an investment advisor at RBC Dominion Securities and then moved on to become a portfolio manager at TD Asset Management. He has a degree from the University of Alberta and is a member of the Toronto and Calgary Societies of Financial Analysts.
Hobbies and Interests:
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. Russ became a founding partner in CWB McLean & Partners in 1999 because of his belief in the client-focused business model.
Hobbies and Interests:
Job Titles:
- Settlement Analyst, Trading & Investment Performance
Ryan Link joined CWB McLean & Partners in May, 2018 as an Operations Associate and was quickly able to provide his strong technical background.
Ryan Link joined us in May 2018 and is a recent graduate from the University of Calgary with degrees in Economics and Geophysics. With a strong technical background, Ryan enjoys a challenge and helping to make procedures flow seamlessly. He has long felt the need to create the most efficient work flow where ever he goes and brings that eagerness to CWB McLean & Partners to help with back-end issues and trade settlements. Ryan continuously improves his skillset by reading up on new and innovative technology in the financial industry.
Hobbies and Interests:
Job Titles:
- Portfolio Manager
- Portfolio Manager, U.S. Equities
Saket manages our US equity pool. His previous experience includes co-founding an investment firm, Genesis Financials.
As a Portfolio Manager at CWB McLean & Partners, Saket leads the U.S. Equity Team, managing capital allocation in the U.S. portfolio and researching U.S. equities. Prior to joining CWB McLean & Partners, Saket worked with an emerging market private equity firm and emerging market hedge fund. His previous experience also includes working as a software engineer and co-founding an investment firm. Saket received his MBA from the Rotman School of Management at the University of Toronto and is a CFA® charterholder.
Hobbies and Interests:
Scott Blair - Chief Investment Officer
Scott serves as Chief Investment Officer, and has in excess of 25 year of experience in investment management and equities research.
Job Titles:
- 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.
Job Titles:
- Executive Vice President, Banking
Stephen leads all branch banking operations (personal and commercial), wealth management, real estate, equipment finance, CWB National Leasing, and specialized finance (corporate lending, CWB Maxium and CWB Franchise Finance).
Job Titles:
- 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.
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.
Tamara's loyalty, dedication and over 20 years of experience in supporting management and clients, makes her a key asset for our team. She's an enthusiastic, trusted and team-oriented colleague. She prides herself on strong communication skills, the ability to anticipate needs, and being pro-active in successfully partnering with senior level individuals - but perhaps her own words speak loudest of all: "I treat everyone like they're a CEO".
Hobbies and Interests:
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.
Ensuring good governance in our firm is what makes Tinashe such an invaluable part of it. Having 2 years' experience in Regulatory Compliance and 6 years in the legal industry, his robust knowledge as a Compliance Analyst assures that Investment Industry Regulatory Organization of Canada (IIROC) regulatory requirements are always fully met.
Tinashe safeguards the reputation of our employees and Portfolio Managers, ensuring they act within various regulatory requirements and internal policies/procedures. This includes attention to anti-money laundering/counter-terrorist financing (AML/CTF) and privacy requirements, mitigating reputational damage, regulatory sanction and discipline, minimizing civil litigation, staying abreast of research changes and minding developments in the securities industry.
Drawing from his previous experience, Tinashe brings knowledge of the legal and regulatory field, legal research and document drafting, as well as court appearance and negotiating settlements.
Tinashe holds a Bachelor of Laws (LLB) degree from Nelson Mandela University in South Africa, and a Certificate of Accreditation from the Federation of Law Societies of Canada.
Hobbies and Interests:
In his spare time, Tinashe enjoys spending time with his daughter, playing or watching soccer and basketball, and watching investigative and current affairs programs.
Tracy's career in the industry began over 28 years ago. In her role as Head of Operations, she is responsible for all aspects of operations and client service administration, hardware and software development, technology issues, office administration, and client reporting.
Trevor uses his talent for reviewing financial goals and circumstances holistically to provide optimal and objective wealth management solutions for his clients. He works with families, corporate executives and business owners to help them achieve true financial wellness and peace of mind.
Known for his calm, approachable manner, excellent organizational skills and his ability to work closely and inclusively with his clients, Trevor's expertise spans the full realm of financial matters from tax planning and preparation, inheritance and estate planning, charitable giving and philanthropy to comprehensive retirement planning and wealth preservation.
Hobbies and Interests:
In his spare time, Trevor enjoys camping and exploring everything that the west has to offer with his lovely fiancé, Amanda. Trevor is also passionate about golf, hockey, photography, and playing guitar.