CWB Wealth Management

About us

Focusing on your priorities

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CWB Wealth Management provides discretionary portfolio management and investment advisory services, as well as a range of financial planning, products and services. Along with our affiliates, Adroit Investment Management, McLean & Partners Wealth Management and Canadian Western Financial, we deliver a unified approach of providing solutions and support to help you achieve your vision for the future.

David Schaffner, CFA
President & CEO, CWB Wealth Management            

David has a distinguished career as an executive and investment professional, with 30 years in the financial markets and more than 25 of those years in investment management. Prior to founding CWB Wealth Management in 2015, he was President & CEO at Leith Wheeler Investment Counsel. Click here for more on David’s background.

Contact: david.schaffner@cwbwealth.com

    Maria Holowinsky, CFA
    President & CEO, Adroit Investment Management                

    Maria has over 30 years of investment experience and joined Adroit in 1996 as a partner and portfolio manager of the non-Canadian equity portfolio. Previously, she was portfolio manager of foreign and Canadian equities, and member of the Investment Strategy Committee at the Alberta Teacher’s Retirement Fund. Maria is active on various boards in Edmonton and is a founding board member of the PRIME program at the University of Alberta.

    Contact: mholowinsky@adroitinvestments.ca

    Kevin Dehod, BA (Econ), CIM
    President & CEO, McLean & Partners Wealth Management                

    As President & CEO, founding partner and Portfolio Manager with McLean & Partners, Kevin oversees the overall firm, providing coaching, leadership, and corporate strategy for the various teams. His expertise lies in asset allocation strategies, building client portfolios, and providing proactive direction and counsel on wealth management issues. Before joining McLean & Partners, Kevin worked at Gordon Private Client Corporation and BMO Nesbitt Burns as an investment advisor.

    Contact: kdehod@mcleanpartners.com