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Leadership Advisory Board

CWB McLean & Partners Wealth Management Ltd. operates as a wealth management company under the umbrella of CWB Wealth Management, a division of CWB Financial Group. We’re known for our adherence to the fundamentals — research, patience and steadfast — and it’s reflected in the experience and commitment of our leaders.


Kevin Dehod

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.

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Kevin Dehod, BA (ECON), CIM
President
Chief Executive Officer

Ric Palombi

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.

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Ric Palombi, CFA
Director of Research

Amanda Bateman

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.

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Amanda Bateman, FMA, FCSI
Chief Compliance Officer
Head of Operations and Human Resources

Lily Lau, CA

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.

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Lily Lau, CA
Chief Financial Officer

Karen Nguyen

Karen leads the firm's Culture, Brand, Marketing & Communications, and Business Development strategies.

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Karen Nguyen
Director of Marketing

Michelle Krusk

With over 25 years in the wealth management industry, Michelle is as passionate as she is proficient at streamlining processes to optimize operational efficiency.

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Michelle Krusk
Operations Manager

Erica Gordon

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.

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Erica Gordon
Client Experience Manager

David Schaffner

David is a founder of CWB Wealth Management and has a distinguished career as an executive and investment professional. He spent over 30 years in the financial markets and more than 25 of those years in investment management.

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David Schaffner, CFA
President
Chief Executive Officer
CWB Wealth Management

Glen Eastwood

Glen has extensive leadership experience and is responsible for overseeing Business Transformation, Corporate Operations, Organizational Change Management, Trust Services and Wealth Management. 

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Glen Eastwood
Executive Vice President, Business Transformation
Canadian Western Bank