Our Team
Helping you live your best life requires vision, dedication and expert execution.
Our people have a relentless thirst for learning and growth. We hold ourselves to the highest professional standards and support each other through purposeful collaboration and mentorship across the firm.
Our Leadership Team
Matt Evans, CFA
President & CEO, CWB Wealth
Jim Andrews, CA, CPA, MBA
Chief Operating Officer
Scott Blair, CFA
Chief Investment Officer
Joelle Ritter, CFP®
VP, Wealth Management Client Solutions
Linnea McKercher, CFA, MBA
Market Lead, Private Wealth
Tracy Easveld-Pontone
Head of Operations
Steven Belchetz, BA, MBA, CFA
Wealth Management Lead, Portfolio Manager
Kevin Dehod, CIM®
President & CEO, CWB Wealth Partners
Our Team Leads
Lily Lau, CPA, CA
VP, Finance
Connie Cooper, MA
AVP, Executive Financial Counselling & Education Services
Mary Marsillo, MBA
Head, Financial Planning & Tax Solutions
Chris Nitsis
Legal Counsel
Karen Nguyen
Director of Marketing
Robert Bradburn, CFP®, CIM®, CLU®
General Manager, CWB Insurance Solutions
Brett Phare, FMA, CFP®, CIM®, FCSI®
Market Lead & Senior Private Wealth Specialist
Hilmar Lemke
AVP Distribution Services
As lead for CWB Wealth’s Group Savings offering, Hilmar helps Canadian business build programs that focus on their most important asset – their employees.
See Full BioHilmar Lemke
AVP Distribution Services
Our Financial Planning Team
Paul Gainor, BFS, CFP®, FMA, CIM
Senior Private Wealth Advisor, Financial Planner & Associate Portfolio Manager
See Full BioPaul Gainor, BFS, CFP®, FMA, CIM
Senior Private Wealth Advisor, Financial Planner & Associate Portfolio Manager
Ralph Muth, CFP®, CIM®, CPA, CMA
Private Wealth Advisor, Financial Planner & Associate Portfolio Manager
See Full BioRalph Muth, CFP®, CIM®, CPA, CMA
Private Wealth Advisor, Financial Planner & Associate Portfolio Manager
Harjeet Sachar, BBA, MBA, CFP®, CIM
Private Wealth Advisor, Financial Planner & Associate Portfolio Manager
See Full BioHarjeet Sachar, BBA, MBA, CFP®, CIM
Private Wealth Advisor, Financial Planner & Associate Portfolio Manager
Vic Bryant, CPA, CA, RFP, CFP
Private Wealth Advisor, Financial Planner
Jane Cheong, BBA, C.ADM, CPA, F.PL.
Private Wealth Advisor, Financial Planner
Susan Dumoulin, CFP®, CIM®
Private Wealth Advisor, Financial Planner
Wesley Fong, BCOM, CFP
Private Wealth Advisor, Financial Planner
Michael Giacomodonato, BCOM, C.ADM, F.PL.
Private Wealth Advisor, Financial Planner
Karen Hennessy, B.B.A., C.ADM., F.PL.
Private Wealth Advisor, Financial Planner
Marie Machado, CIM, CFP®, R.F.P., CFDS
Private Wealth Advisor, Financial Planner
Maryse Ouellette, BSC, C.ADM, F.PL.
Private Wealth Advisor, Financial Planner
Valerie Pippy, CFP®, R.F.P.
Private Wealth Advisor, Financial Planner
Anne Rivard, BSC, C.ADM., F.PL.
Private Wealth Advisor, Financial Planner
Lynne Triffon, CFP®, RFP
Private Wealth Advisor, Financial Planner
Susan Tucker, B.A., CFP®
Private Wealth Advisor, Financial Planner
Aaron Hector, B.COMM., CFP, R.F.P., TEP
Private Wealth Advisor
Jen Schmid, MPAcc, CA, CFP, R.F.P.
Private Wealth Advisor
Sandi Kallal
Private Wealth Advisor
Florence Habel, CFP®
Senior Planner
Emerita Mercado, CFP®, TEP
Financial Planner
Alexandra Munares-Espinoza, BCOM, MFISC
Senior Associate Financial Consultant
Amit Tewary, BComm., CFP®, CIM®
Associate Financial Consultant
Samuel Chinniah, BSC, CFP®, RFP, CIM, FCSI, TEP
Senior Family Office Advisor, Financial Planner & Associate Portfolio Manager
See Full BioSamuel Chinniah, BSC, CFP®, RFP, CIM, FCSI, TEP
Senior Family Office Advisor, Financial Planner & Associate Portfolio Manager
Jason Kinnear, CPA, CA, CBV
Manager, Family Offices Services
Trevor Fennessy, MBA, CFP®
Senior Planner, Wealth Management
Our Client Portfolio Management Team
Linnea McKercher, CFA, MBA
Market Lead, Private Wealth
Robert Broad, CIM, CFA
Senior Private Wealth Advisor, Portfolio Manager
Russ MacKay, CIM®
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
Scott McKenzie, CFA, CFP®, CIM
Senior Private Wealth Advisor, Portfolio Manager
Terry Willis, CIM, CFP®
Senior Private Wealth Advisor, Associate Portfolio Manager
Bernadette Churchill, MBA, CIM®, FEA
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
See Full BioBernadette Churchill, MBA, CIM®, FEA
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
David Dilworth, MBA, CFA, CFP®, TEP, CPCA
Private Wealth Advisor, Portfolio Manager
Matt Dunn, CFA®, MBA
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
Orest Fialka, P.Geo, CFA®
Private Wealth Advisor, Portfolio Manager
Kevin Klein, CFA, CFP
Private Wealth Advisor, Portfolio Manager
Jim Noble
Private Wealth Advisor, Portfolio Manager
Richard Pearson, CFA®
Private Wealth Advisor, Portfolio Manager
Anna Premyslova, CFA®
Private Wealth Advisor, Associate Portfolio Manager, CWB Wealth Partners
See Full BioAnna Premyslova, CFA®
Private Wealth Advisor, Associate Portfolio Manager, CWB Wealth Partners
Anthony Silvestrin, BA
Private Wealth Advisor, Portfolio Manager
Anne Wildfong, BBA, CIM, FCSI, CFP
Private Wealth Advisor, Portfolio Manager
Robert Wong
Private Wealth Advisor, Portfolio Manager
Marcy Ages, BA, CIM, CFP®, CPCA, CLU
Private Wealth Advisor, Associate Portfolio Manager
See Full BioMarcy Ages, BA, CIM, CFP®, CPCA, CLU
Private Wealth Advisor, Associate Portfolio Manager
Matthew Sears, CFA, CFP®
Private Wealth Advisor, Associate Portfolio Manager
Brent Soucie, BCOM (HONS), CPA, CA, CIM
Private Wealth Advisor, Associate Portfolio Manager
See Full BioBrent Soucie, BCOM (HONS), CPA, CA, CIM
Private Wealth Advisor, Associate Portfolio Manager
Yaw Boadu, CFA®, FRM®, CFP
Portfolio Manager
Joe De Giorgio, BCOM, CFA®
Portfolio Manager
Patrizio Fortino, BBA, CFA®
Portfolio Manager
John Stroud, MBA, CFA
Portfolio Manager
Pascal Thompson, CFA, BBA
Portfolio Manager
Ernie Coulson, BENG, MBA
Associate Portfolio Manager
Simon Tremblay
Associate Portfolio Manager
Kayla Poohachoff, B.Sc, CFP®, CIM®
Private Wealth Associate
Praveen Thyagarajan, CAIA
Private Wealth Associate
Our Private Wealth Specialist Team
Brett Phare, FMA, CFP®, CIM®, FCSI®
Market Lead & Senior Private Wealth Specialist
Stephanie Mann, BBA, CFP®, PFP
AVP, Private Wealth Specialist
Our Investment Management Team
Scott Blair, CFA
Chief Investment Officer
Malcolm Jones, MBA, CFA
Senior Portfolio Manager, Fixed Income
Gil Lamothe, CFA
Senior Portfolio Manager
Scott Cuthbert, CFA
Associate Portfolio Manager
Connor Barth, CFA
Equity Research Analyst
Saket Mundra, CFA, MBA
Portfolio Manager, U.S. Equities
Lilly Tzvetkova, CFA
Portfolio Manager, U.S. Equities
Glen Chui
Research Analyst, U.S. Equities
Ric Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
See Full BioRic Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
Jimmy Desai, CFA, MBA
Associate Portfolio Manager, International Equities
Imran Usmani, CFA, CPA, CA
Associate Portfolio Manager, International Equities
Mykel Samuel, MBA
Manager, Trading & Investment Performance
Mauricio Dutra, CSC & CGA (Brazil)
Investment Performance Analyst
Ryan Link
Settlement Analyst, Trading & Investment Performance
Shawn White
Trading Analyst
Edward Friedman, CFA, MBA
Portfolio Manager, International Equities
Nick Otton, CFA, MBA
Senior Research Analyst
Our Indigenous Services Team
Jack Jamieson, B.COMM., PFP
Vice President, Indigenous Services, Toronto
Kain Big Canoe, CPA
AVP, Indigenous Services
Danielle Harris, MA
Senior Advisor, Indigenous Services
David Pelletier
Senior Analyst, Indigenous Services
Vanessa Mahan
Administrative Assistant, Indigenous Services
Our Insurance Solutions Team
Robert Bradburn, CFP®, CIM®, CLU®
General Manager, CWB Insurance Solutions
Kim Stevens, CFP®, CLU®, CHS
Wealth Preservation Advisor
Our Wellness at Work Team
Connie Cooper, MA
AVP, Executive Financial Counselling & Education Services
Hilmar Lemke
AVP Distribution Services
As lead for CWB Wealth’s Group Savings offering, Hilmar helps Canadian business build programs that focus on their most important asset – their employees.
See Full BioHilmar Lemke
AVP Distribution Services
Darin Yuzyk, BA, CFP
Senior Manager & Client Lead, Financial Education & Employer Services
See Full BioDarin Yuzyk, BA, CFP
Senior Manager & Client Lead, Financial Education & Employer Services
Chau Pham, BA, CFP®, TEP
Senior Manager & Client Lead, Financial Education & Employer Services
See Full BioChau Pham, BA, CFP®, TEP
Senior Manager & Client Lead, Financial Education & Employer Services
Carrie Benoit, CFP®
Financial Planner, Financial Education & Employer Services