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Private Client Team

Our Private Client Team understands that team work is essential, and works together seamlessly to ensure our level of service and attention to detail simplifies your life and provides you with portfolio solutions that are customized to your goals and objectives. Securities industry professionals are held to a high standard of fiduciary responsibility, they have the important job of managing your money, and only a qualified advisor should be managing your assets. Our Registered Portfolio Managers, Investment Advisors and Client Services Associates are registered under the regulations of IIROC. Should you wish to further review their registration details, please click here.

 


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.

Kevin Dehod

As the President and CEO, founding partner, and Portfolio Manager at McLean & Partners, Kevin oversees the overall firm, providing coaching, leadership, and corporate strategy for the various teams.

FULL BIO  
Kevin Dehod, CIM
President
Chief Executive Officer

Russ MacKay

An experienced investment advisor, Russ MacKay became a founding partner in McLean & Partners in 1999 because of his belief in the client-focused business model.

FULL BIO  
Russ MacKay, CIM
Private Client Portfolio Manager

Matthew Dunn

Matt joined the Client Portfolio Management team in October 2016, bringing with him over 15 years of wide-ranging investment industry experience. He will be responsible for working with clients on a day-to-day basis, overseeing client asset allocation, and developing new business. The differentiated investment philosophy and in-depth focus on client service were key factors in his decision to join the team at McLean & Partners.

FULL BIO  
Matthew Dunn, CFA, MBA
Investment Advisor

CLIENT SERVICE

In order to provide a holistic approach to the exceptional client service we offer, our dedicated Client Service Associate team works hand-in-hand with our 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 reporting, and portfolio reporting. 

Erica Gordon

As an Investment Associate at McLean & Partners with over 20 years of experience, Erica Gordon excels at anticipating and addressing our private client's needs and objectives.

FULL BIO  
Erica Gordon
Investment Associate

Jeanette Brown

Jeanette Brown started her Investment Associate tenure with McLean & Partners in June 2014 and has over 15 years of experience in the Wealth Management industry specializing in Private Client Services.

FULL BIO  
Jeanette Brown
Investment Associate

Jodie Nykoluk

Jodie is well-seasoned in providing exceptional client service, and has been with McLean & Partners for over eight years.

FULL BIO  
Jodie Nykoluk
Private Client Services Associate

Lawrence Mah

Lawrence is the newest member to our CSA team, and has a passion for working closely with clients and building enduring relationships.

FULL BIO  
Lawrence Mah, CFA, MBA
Private Client Services Associate

MARKETING & COMMUNICATIONS

Karen Nguyen

Managing the company's marketing and communication strategies, Karen Nguyen first joined McLean & Partners as a Marketing Administrator in January 2014 and, as of November 2015, became the firm's Marketing Manager.

FULL BIO  
Karen Nguyen
Director of Marketing

Breanne Young

Breanne Young joined McLean & Partners as the Director of First Impressions in March, 2014. A client service enthusiast, Breanne prides herself on her ability to anticipate, and cater to, our clients primary needs.

FULL BIO  
Breanne Young
Director of First Impressions



WE ARE 100% CLIENT FOCUSED

WE ARE SELECTIVE

WE ARE 100% COMMITTED