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Kevin Dehod of CWB: impact of $900 million AUM exit

Veuillez noter que cet article se trouve sur une plateforme tierce et qu'il n'est disponible qu'en anglais.

Kevin Dehod, president at Calgary-based CWB Wealth Partners, had his own significant liquidity event in 2022.

This happened when CWB bought his remaining interest in the wealth advisory firm, McLean & Partners, that in the nineties he had co-founded and was lead by his founding partner Brent McLean.

The resulting move, he says, from an owner to an investor mindset allows him to help his clients – including business owners, family offices, foundations, and small institutions – do the same.

Click here to read the full article by Daina Lawrence, originally published on Canadian Family Offices on September 4, 2024, featuring insights from Kevin Dehod, President & CEO, CWB Wealth Partners.

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