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Leadership Advisory Board

McLean & Partners 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, BA (ECON), CIM

As a founder of 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

Amanda Bateman, FMA, FCSI

Amanda is a member of the senior leadership team at 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 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

Ric Palombi, CFA

Ric provides leadership to the research team in executing on our investment process and philosophy. His responsibilities include overseeing all mandates and is also the portfolio manager for our international, fixed income and asset allocation strategies.

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Ric Palombi, CFA
Director of Research

Russ MacKay, CIM

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.

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Russ MacKay, CIM
Private Client Portfolio Manager

David Schaffner, CFA

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

Gail Harding, Q.C., ICD.D

Gail Harding, Q.C. is Senior Vice President, General Counsel and Corporate Secretary of Canadian Western Bank where she has responsibility for the legal and governance functions for the CWB Group’s banking, trust and wealth management businesses.

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Gail Harding, Q.C., ICD.D
Senior Vice President, General Counsel and Corporate Secretary
Canadian Western Bank

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