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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

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Matt Evans, CFA

President & CEO, CWB Wealth

Jim Andrews, CA, CPA, MBA

Chief Operating Officer

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Jim Andrews, CA, CPA, MBA

Chief Operating Officer

Scott Blair, CFA

Chief Investment Officer

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Scott Blair, CFA

Chief Investment Officer

Joelle Ritter, CFP®

VP, Wealth Management Client Solutions

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Joelle Ritter, CFP®

VP, Wealth Management Client Solutions

Linnea McKercher, CFA, MBA

Market Lead, Private Wealth

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Linnea McKercher, CFA, MBA

Market Lead, Private Wealth

Tracy Easveld-Pontone

Head of Operations

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Tracy Easveld-Pontone

Head of Operations

Steven Belchetz, BA, MBA, CFA

Wealth Management Lead, Portfolio Manager

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Steven Belchetz, BA, MBA, CFA

Wealth Management Lead, Portfolio Manager

Kevin Dehod, CIM®

President & CEO, CWB Wealth Partners

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Kevin Dehod, CIM®

President & CEO, CWB Wealth Partners

Our Team Leads

Lily Lau, CPA, CA

VP, Finance

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Lily Lau, CPA, CA

VP, Finance

Connie Cooper, MA

AVP, Executive Financial Counselling & Education Services

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Connie Cooper, MA

AVP, Executive Financial Counselling & Education Services

Mary Marsillo, MBA

Head, Financial Planning & Tax Solutions

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Mary Marsillo, MBA

Head, Financial Planning & Tax Solutions

Chris Nitsis

Legal Counsel

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Chris Nitsis

Legal Counsel

Karen Nguyen

Director of Marketing

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Karen Nguyen

Director of Marketing

Robert Bradburn, CFP®, CIM®, CLU®

General Manager, CWB Insurance Solutions

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Robert Bradburn, CFP®, CIM®, CLU®

General Manager, CWB Insurance Solutions

Brett Phare, FMA, CFP®, CIM®, FCSI®

Market Lead & Senior Private Wealth Specialist

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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.

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Hilmar Lemke

AVP Distribution Services

Our Financial Planning Team

Paul Gainor, BFS, CFP®, FMA, CIM

Senior Private Wealth Advisor, Financial Planner & Associate Portfolio Manager

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Paul 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

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Ralph 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

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Harjeet Sachar, BBA, MBA, CFP®, CIM

Private Wealth Advisor, Financial Planner & Associate Portfolio Manager

Vic Bryant, CPA, CA, RFP, CFP

Private Wealth Advisor, Financial Planner

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Vic Bryant, CPA, CA, RFP, CFP

Private Wealth Advisor, Financial Planner

Jane Cheong, BBA, C.ADM, CPA, F.PL.

Private Wealth Advisor, Financial Planner

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Jane Cheong, BBA, C.ADM, CPA, F.PL.

Private Wealth Advisor, Financial Planner

Susan Dumoulin, CFP®, CIM®

Private Wealth Advisor, Financial Planner

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Susan Dumoulin, CFP®, CIM®

Private Wealth Advisor, Financial Planner

Wesley Fong, BCOM, CFP

Private Wealth Advisor, Financial Planner

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Wesley Fong, BCOM, CFP

Private Wealth Advisor, Financial Planner

Michael Giacomodonato, BCOM, C.ADM, F.PL.

Private Wealth Advisor, Financial Planner

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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

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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 

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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

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Maryse Ouellette, BSC, C.ADM, F.PL.

Private Wealth Advisor, Financial Planner

Valerie Pippy, CFP®, R.F.P.

Private Wealth Advisor, Financial Planner

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Valerie Pippy, CFP®, R.F.P.

Private Wealth Advisor, Financial Planner

Anne Rivard, BSC, C.ADM., F.PL.

Private Wealth Advisor, Financial Planner

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Anne Rivard, BSC, C.ADM., F.PL.

Private Wealth Advisor, Financial Planner

Lynne Triffon, CFP®, RFP

Private Wealth Advisor, Financial Planner

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Lynne Triffon, CFP®, RFP

Private Wealth Advisor, Financial Planner

Susan Tucker, B.A., CFP®

Private Wealth Advisor, Financial Planner

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Susan Tucker, B.A., CFP®

Private Wealth Advisor, Financial Planner

Aaron Hector, B.COMM., CFP, R.F.P., TEP

Private Wealth Advisor

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Aaron Hector, B.COMM., CFP, R.F.P., TEP

Private Wealth Advisor

Jen Schmid, MPAcc, CA, CFP, R.F.P.

Private Wealth Advisor

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Jen Schmid, MPAcc, CA, CFP, R.F.P.

Private Wealth Advisor

Sandi Kallal

Private Wealth Advisor

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Sandi Kallal

Private Wealth Advisor

Florence Habel, CFP®

Senior Planner

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Florence Habel, CFP®

Senior Planner

Emerita Mercado, CFP®, TEP

Financial Planner

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Emerita Mercado, CFP®, TEP

Financial Planner

Alexandra Munares-Espinoza, BCOM, MFISC

Senior Associate Financial Consultant 

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Alexandra Munares-Espinoza, BCOM, MFISC

Senior Associate Financial Consultant 

Amit Tewary, BComm., CFP®, CIM®

Associate Financial Consultant

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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

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Samuel 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

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Jason Kinnear, CPA, CA, CBV

Manager, Family Offices Services

Trevor Fennessy, MBA, CFP®

Senior Planner, Wealth Management

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Trevor Fennessy, MBA, CFP®

Senior Planner, Wealth Management

Our Client Portfolio Management Team

Linnea McKercher, CFA, MBA

Market Lead, Private Wealth

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Linnea McKercher, CFA, MBA

Market Lead, Private Wealth

Robert Broad, CIM, CFA

Senior Private Wealth Advisor, Portfolio Manager

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Robert Broad, CIM, CFA

Senior Private Wealth Advisor, Portfolio Manager

Russ MacKay, CIM®

Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners

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Russ MacKay, CIM®

Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners

Scott McKenzie, CFA, CFP®, CIM

Senior Private Wealth Advisor, Portfolio Manager

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Scott McKenzie, CFA, CFP®, CIM

Senior Private Wealth Advisor, Portfolio Manager

Terry Willis, CIM, CFP®

Senior Private Wealth Advisor, Associate Portfolio Manager

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Terry Willis, CIM, CFP®

Senior Private Wealth Advisor, Associate Portfolio Manager

Bernadette Churchill, MBA, CIM®, FEA

Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners

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Bernadette Churchill, MBA, CIM®, FEA

Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners

David Dilworth, MBA, CFA, CFP®, TEP, CPCA

Private Wealth Advisor, Portfolio Manager

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David Dilworth, MBA, CFA, CFP®, TEP, CPCA

Private Wealth Advisor, Portfolio Manager

Matt Dunn, CFA®, MBA

Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners

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Matt Dunn, CFA®, MBA

Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners

Orest Fialka, P.Geo, CFA®

Private Wealth Advisor, Portfolio Manager

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Orest Fialka, P.Geo, CFA®

Private Wealth Advisor, Portfolio Manager

Kevin Klein, CFA, CFP

Private Wealth Advisor, Portfolio Manager

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Kevin Klein, CFA, CFP

Private Wealth Advisor, Portfolio Manager

Jim Noble

Private Wealth Advisor, Portfolio Manager

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Jim Noble

Private Wealth Advisor, Portfolio Manager

Richard Pearson, CFA®

Private Wealth Advisor, Portfolio Manager

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Richard Pearson, CFA®

Private Wealth Advisor, Portfolio Manager

Anna Premyslova, CFA®

Private Wealth Advisor, Associate Portfolio Manager, CWB Wealth Partners

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Anna Premyslova, CFA®

Private Wealth Advisor, Associate Portfolio Manager, CWB Wealth Partners

Anthony Silvestrin, BA

Private Wealth Advisor, Portfolio Manager

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Anthony Silvestrin, BA

Private Wealth Advisor, Portfolio Manager

Anne Wildfong, BBA, CIM, FCSI, CFP

Private Wealth Advisor, Portfolio Manager

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Anne Wildfong, BBA, CIM, FCSI, CFP

Private Wealth Advisor, Portfolio Manager

Robert Wong

Private Wealth Advisor, Portfolio Manager

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Robert Wong

Private Wealth Advisor, Portfolio Manager

Marcy Ages, BA, CIM, CFP®, CPCA, CLU

Private Wealth Advisor, Associate Portfolio Manager

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Marcy Ages, BA, CIM, CFP®, CPCA, CLU

Private Wealth Advisor, Associate Portfolio Manager

Matthew Sears, CFA, CFP®

Private Wealth Advisor, Associate Portfolio Manager

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Matthew Sears, CFA, CFP®

Private Wealth Advisor, Associate Portfolio Manager

Brent Soucie, BCOM (HONS), CPA, CA, CIM

Private Wealth Advisor, Associate Portfolio Manager

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Brent Soucie, BCOM (HONS), CPA, CA, CIM

Private Wealth Advisor, Associate Portfolio Manager

Yaw Boadu, CFA®, FRM®, CFP

Portfolio Manager

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Yaw Boadu, CFA®, FRM®, CFP

Portfolio Manager

Joe De Giorgio, BCOM, CFA®

Portfolio Manager

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Joe De Giorgio, BCOM, CFA®

Portfolio Manager

Patrizio Fortino, BBA, CFA®

Portfolio Manager

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Patrizio Fortino, BBA, CFA®

Portfolio Manager

John Stroud, MBA, CFA

Portfolio Manager

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John Stroud, MBA, CFA

Portfolio Manager

Pascal Thompson, CFA, BBA

Portfolio Manager

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Pascal Thompson, CFA, BBA

Portfolio Manager

Ernie Coulson, BENG, MBA

Associate Portfolio Manager

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Ernie Coulson, BENG, MBA

Associate Portfolio Manager

Simon Tremblay

Associate Portfolio Manager

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Simon Tremblay

Associate Portfolio Manager

Kayla Poohachoff, B.Sc, CFP®, CIM®

Private Wealth Associate

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Kayla Poohachoff, B.Sc, CFP®, CIM®

Private Wealth Associate

Praveen Thyagarajan, CAIA

Private Wealth Associate

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Praveen Thyagarajan, CAIA

Private Wealth Associate

Our Private Wealth Specialist Team

Brett Phare, FMA, CFP®, CIM®, FCSI®

Market Lead & Senior Private Wealth Specialist

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Brett Phare, FMA, CFP®, CIM®, FCSI®

Market Lead & Senior Private Wealth Specialist

Stephanie Mann, BBA, CFP®, PFP

AVP, Private Wealth Specialist

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Stephanie Mann, BBA, CFP®, PFP

AVP, Private Wealth Specialist

Our Investment Management Team

Scott Blair, CFA

Chief Investment Officer

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Scott Blair, CFA

Chief Investment Officer

Malcolm Jones, MBA, CFA

Senior Portfolio Manager, Fixed Income 

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Malcolm Jones, MBA, CFA

Senior Portfolio Manager, Fixed Income 

Gil Lamothe, CFA

Senior Portfolio Manager 

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Gil Lamothe, CFA

Senior Portfolio Manager 

Scott Cuthbert, CFA

Associate Portfolio Manager

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Scott Cuthbert, CFA

Associate Portfolio Manager

Connor Barth, CFA

Equity Research Analyst 

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Connor Barth, CFA

Equity Research Analyst 

Saket Mundra, CFA, MBA

Portfolio Manager, U.S. Equities

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Saket Mundra, CFA, MBA

Portfolio Manager, U.S. Equities

Lilly Tzvetkova, CFA

Portfolio Manager, U.S. Equities

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Lilly Tzvetkova, CFA

Portfolio Manager, U.S. Equities

Glen Chui

Research Analyst, U.S. Equities

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Glen Chui

Research Analyst, U.S. Equities

Ric Palombi, CFA

Senior Portfolio Manager, International Equities and Alternative Income 

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Ric Palombi, CFA

Senior Portfolio Manager, International Equities and Alternative Income 

Jimmy Desai, CFA, MBA

Associate Portfolio Manager, International Equities

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Jimmy Desai, CFA, MBA

Associate Portfolio Manager, International Equities

Imran Usmani, CFA, CPA, CA

Associate Portfolio Manager, International Equities

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Imran Usmani, CFA, CPA, CA

Associate Portfolio Manager, International Equities

Mykel Samuel, MBA

Manager, Trading & Investment Performance 

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Mykel Samuel, MBA

Manager, Trading & Investment Performance 

Mauricio Dutra, CSC & CGA (Brazil)

Investment Performance Analyst 

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Mauricio Dutra, CSC & CGA (Brazil)

Investment Performance Analyst 

Ryan Link

Settlement Analyst, Trading & Investment Performance

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Ryan Link

Settlement Analyst, Trading & Investment Performance

Shawn White

Trading Analyst

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Shawn White

Trading Analyst

Edward Friedman, CFA, MBA

Portfolio Manager, International Equities

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Edward Friedman, CFA, MBA

Portfolio Manager, International Equities

Nick Otton, CFA, MBA

Senior Research Analyst

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Nick Otton, CFA, MBA

Senior Research Analyst

Our Indigenous Services Team

Jack Jamieson, B.COMM., PFP

Vice President, Indigenous Services, Toronto

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Jack Jamieson, B.COMM., PFP

Vice President, Indigenous Services, Toronto

Kain Big Canoe, CPA

AVP, Indigenous Services

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Kain Big Canoe, CPA

AVP, Indigenous Services

Danielle Harris, MA

Senior Advisor, Indigenous Services

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Danielle Harris, MA

Senior Advisor, Indigenous Services

David Pelletier

Senior Analyst, Indigenous Services

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David Pelletier

Senior Analyst, Indigenous Services

Vanessa Mahan

Administrative Assistant, Indigenous Services

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Vanessa Mahan

Administrative Assistant, Indigenous Services

Our Insurance Solutions Team

Robert Bradburn, CFP®, CIM®, CLU®

General Manager, CWB Insurance Solutions

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Robert Bradburn, CFP®, CIM®, CLU®

General Manager, CWB Insurance Solutions

Kim Stevens, CFP®, CLU®, CHS

Wealth Preservation Advisor

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Kim Stevens, CFP®, CLU®, CHS

Wealth Preservation Advisor

Our Wellness at Work Team

Connie Cooper, MA

AVP, Executive Financial Counselling & Education Services

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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 Bio

Hilmar Lemke

AVP Distribution Services

Darin Yuzyk, BA, CFP

Senior Manager & Client Lead, Financial Education & Employer Services

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Darin Yuzyk, BA, CFP

Senior Manager & Client Lead, Financial Education & Employer Services

Chau Pham, BA, CFP®, TEP

Senior Manager & Client Lead, Financial Education & Employer Services 

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Chau Pham, BA, CFP®, TEP

Senior Manager & Client Lead, Financial Education & Employer Services 

Carrie Benoit, CFP®

Financial Planner, Financial Education & Employer Services

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Carrie Benoit, CFP®

Financial Planner, Financial Education & Employer Services