Private Client Team
We’re about more than beating the market in the short-term. We’re about building your future. Tell us how you see your life in 5, 10, 20, even 40 years. By getting to know your goals personally, we’ll customize the right investment strategy to get you there. Our ears are open, hands are stable, and eyes are fixed on the destination—not the bumps in the road.
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.
CLIENT PORTFOLIO MANAGEMENT
Our Client Portfolio Managers develop an investment strategy that is unique to you, reflecting your return objectives and risk tolerances. They ensure the portfolio is properly positioned to achieve your long-term goals.
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.FULL BIO
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.FULL BIO
Tom Stachiw joined our Client Portfolio Management team in August, 2017. Tom works directly with our clients, providing them expertise in managing and monitoring their investment portfolios to help them reach their financial goals.FULL BIO
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.FULL BIO
Our dedicated Client Service Associate team works hand-in-hand with our Client Portfolio Managers to ensure that all client requests are responded to in a timely manner, operate on a 'no voicemail' policy during business hours, and take care of account administration, tax and portfolio reporting.
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.FULL BIO
In addition to Jeanette's private client service responsibilities, she also supports the portfolio management team with financial planning. She brings over 18 years of experience in the wealth management industry specializing in Private Client Services.FULL BIO
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.FULL BIO
Mimie Tham joined our Client Service team in 2018. Mimie joined our firm to follow her true passion: better investment portfolio management and client relations.FULL BIO
Ashley joined CWB McLean & Partners in May, 2018 as a Private Client Service Associate with seven years of experience in Wealth Management.FULL BIO
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.FULL BIO
MARKETING & COMMUNICATIONS
Karen leads the firm's Culture, Brand, Marketing & Communications, and Business Development strategies.FULL BIO
Anna supports Marketing & Communications, Culture, and Business Development initiatives.FULL BIO