1. CWB Wealth Management
  2. Private Wealth
  3. Private Client Team

Obsessed with your financial well being

We believe that financial planning and investments go together. On this team, you are a key player. Our Private Client Team collaborates with you to understand your financial goals to create a personalized game plan.

Our Wealth Advisory Services Team

Robert Bradburn, CFP®, CIM®, CLU® 

General Manager, CWB Insurance Solutions

Robert’s background includes over 10 years of helping business owners with financial planning, which has helped specialize him in wealth preservation, risk management, wealth integration and retirement planning. He now leads the insurance solutions team, ensuring a consistent approach to advice and strategies to all wealth management clients.

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Robert Bradburn, CFP®, CIM®, CLU® 

General Manager, CWB Insurance Solutions

Kim Stevens, CFP®, CLU®, CHS

Wealth Preservation Advisor

Kim’s more than 20 years in the financial service industry has given him extensive experience with life and living benefits insurance, including expertise with concepts and sales strategies, as well as tax and estate planning considerations.

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Kim Stevens, CFP®, CLU®, CHS

Wealth Preservation Advisor

Jim Grant, CFP®, CIM®, FCSI®

Senior Planner

With nearly 30 years experience in the financial services industry, Jim has worked in each of the four pillars of the industry: banking, insurance, investments and estate & trusts. Jim has spent most of his career working with high net worth families, professionals, and business owners.

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Jim Grant, CFP®, CIM®, FCSI®

Senior Planner

Amit Tewary, BComm.

Wealth Advisory Associate

Amit has over 15 years of industry experience helping high net worth clients and professionals with comprehensive financial and investment planning. He is currently working diligently to build his career as a financial planner.

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Amit Tewary, BComm.

Wealth Advisory Associate

Our Client Portfolio Management Team

Linnea McKercher, CFA

VP, Portfolio Manager

Linnea’s more than 20 years in the investment management industry has seen her work in a multitude of roles, including senior leadership experience in all areas of investment management including asset management, compliance, client management and sales.

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Linnea McKercher, CFA

VP, Portfolio Manager

Orest Fialka, P.Geo, CFA

AVP, Portfolio Manager

Orest’s more than 25 years of experience in the financial services industry has helped develop his specialization in the energy (oil and gas) and materials (gold and mining) sectors. He previously worked in securities analysis, portfolio analysis and in private wealth management.

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Orest Fialka, P.Geo, CFA

AVP, Portfolio Manager

Guanzhi Ma, CFA

AVP, Portfolio Manager

Guanzhi specializes in minimizing risk and strategically protecting the total wealth of business owners and entrepreneurs. Using a professional process to identify risks, he’s able to manage and reduce any downside in his clients’ business assets and personal portfolio.

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Guanzhi Ma, CFA

AVP, Portfolio Manager

Richard Pearson, CFA

AVP, Portfolio Manager

Richard has more than 20 years of experience in the financial services industry. He previously worked in asset management, sales, marketing, private wealth management and portfolio analysis. 

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Richard Pearson, CFA

AVP, Portfolio Manager

Ann Bawden, CIM®

AVP, Portfolio Manager

Ann has been a Licensed Portfolio Manager since 2015, the same year she earned her Chartered Investment Manager designation. Her experience in the wealth management industry includes previous roles in operations, trading, securities and asset management.

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Ann Bawden, CIM®

AVP, Portfolio Manager

Brett Phare, FMA, CFP®, CIM®, FCSI®

AVP, Private Wealth Specialist

With over 20 years of experience working in the private wealth industry, Brett deeply understands the intricacies of high-net-worth clients.

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Brett Phare, FMA, CFP®, CIM®, FCSI®

AVP, Private Wealth Specialist

Stephanie Mann, BBA, CFP®, PFP

AVP, Private Wealth Specialist

With over 20 years of experience in the private wealth management industry, Stephanie has a deep understanding of the intricacies and complexities of high net worth clients. The client is at the center of everything Stephanie does. 

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Stephanie Mann, BBA, CFP®, PFP

AVP, Private Wealth Specialist

Our Research Team

Scott Blair, CFA

Chief Investment Officer

Scott’s expertise in portfolio management and equity research stems from his over 25 years of experience in the financial industry. As Chief Investment Officer, Scott
provides leadership and oversight to our investment teams. His responsibilities include development and execution of our investment philosophy, asset allocation strategy, oversight of our current investment mandates and teams, as well as exploring new investment solutions.

Scott Blair, CFA

Chief Investment Officer

Liliana Tzvetkova, CFA

Portfolio Manager, U.S. Equities

Lilly has close to 10 years of experience in the investment management industry as an equity analyst and portfolio manager. She spent half of her career with CWB, where she oversees the Equity Portfolio with the Adroit Investment Method. Previously, she worked with Dundee Capital Markets and Industrial Alliance securities.

Liliana Tzvetkova, CFA

Portfolio Manager, U.S. Equities

Saket Mundra, CFA, MBA

Portfolio Manager, U.S. Equities

Saket manages our US equity pool. His previous experience includes co-founding an investment firm, Genesis Financials.

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Saket Mundra, CFA, MBA

Portfolio Manager, U.S. Equities

Glen Chui

Research Analyst, U.S. Equities

Prior to joining CWB McLean & Partners in July 2020, Glen worked with several banks in their corporate banking and distressed loans departments, primarily covering companies in the resources and energy industry. He enjoys reading up on business and psychology, and applies this knowledge to his research.

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Glen Chui

Research Analyst, U.S. Equities

Gil Lamothe, CFA

Senior Portfolio Manager, Canadian Equities

Gil Lamothe draws from over 25 years of financial expertise to manage Canadian Dividend portfolios for high-net-worth families, individuals and corporation at Leon Frazer & Associates. Gil views his clients’ financial success as more than just an accumulation of assets. In his view, their wealth represents a lifetime of effort and accomplishments. He considers it a great privilege to be entrusted with the task of securing this.

Gil Lamothe, CFA

Senior Portfolio Manager, Canadian Equities

Scott Cuthbert, CFA

Associate Portfolio Manager, Canadian Equities

Scott joined the investment management team at Leon Frazer in 2018. His role is concentrated on stock analysis and structure of the Canadian portfolio.

Scott Cuthbert, CFA

Associate Portfolio Manager, Canadian Equities

Connor Barth, CFA

Research Analyst, Canadian Equities

Connor graduated the University of Alberta with a degree in mechanical engineering. He worked for Canadian Natural Resources as a facility engineer, while working towards his CFA designation and also has experience working at a sell-side firm.

Connor Barth, CFA

Research Analyst, Canadian Equities

Ric Palombi, CFA

Director of Research, International Equities & Diversified Fixed Income Strategies

Ric provides leadership to the research team as head portfolio manager for CWB Wealth Management’s international equities and diversified fixed income strategies. 

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Ric Palombi, CFA

Director of Research, International Equities & Diversified Fixed Income Strategies

Jimmy Desai, CFA, MBA

Portfolio Manager, International Equities

Jimmy is the lead of the firm’s Global Equity Pool and he also covers international equities. Prior to joining CWB McLean & Partners, Jimmy worked as an environment consultant and was a software developer.

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Jimmy Desai, CFA, MBA

Portfolio Manager, International Equities

Edward Friedman, CFA, MBA

Portfolio Manager, International Equities

Edward has been managing Canadian Equity Pool  at CWB McLean & Partners for the past five years, and moving forward, will be more focused on our International investing strategy. 

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Edward Friedman, CFA, MBA

Portfolio Manager, International Equities

Imran Usmani, CFA, CPA, CA

Research Analyst, International Equities

Imran is part of the international equities team. He comes to CWB McLean & Partners with experience as a financial auditor and, more recently, was an analyst at a well-respected local investment firm.

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Imran Usmani, CFA, CPA, CA

Research Analyst, International Equities

Malcolm Jones, MBA, CFA

Senior Portfolio Manager, Fixed Income

Malcolm has 25 years of experience in wealth management. He joined the CWB team in 2010 and now directs the analysis and execution of fixed income projects for Onyx Managed Solutions and Adroit Investment Method. Today, he manages more than 60 different client relationships with CWB Wealth Management.

Malcolm Jones, MBA, CFA

Senior Portfolio Manager, Fixed Income

Mykel Samuel, MBA

Research Analyst, Reporting, Fixed Income

Mykel spent his first year with CWB Wealth Management on our operations team as the Mutual Fund Administrator before moving to Research. His previous experience also includes private banking, asset management and executing fixed income and equity trades. His current role sees him reporting and trading for the money market, fixed income, and equity.

Mykel Samuel, MBA

Research Analyst, Reporting, Fixed Income