Our 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

Chris Nitsis

Legal Counsel

Kevin Dehod, CIM^®

President & CEO, CWB Wealth Partners

Lily Lau, CPA, CA

VP, Finance

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.

Pauline Davison, FMA

Chief Compliance Officer

Mary Marsillo, MBA

Head, Financial Planning & Tax Solutions

Karen Nguyen

Director of Marketing

Brett Phare, FMA, CFP^®, CIM^®, FCSI^®

Market Lead & Senior Private Wealth Specialist

Robert Bradburn, CFP^®, CIM^®, CLU^®

General Manager, CWB Insurance Solutions

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

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

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

Private Wealth Advisor, Financial Planner

Susan Dumoulin, CFP^®, CIM^®

Private Wealth Advisor, Financial Planner

Wesley Fong, CFP, R.F.P., BCom

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, MBA, CIM, CFP 

Private Wealth Advisor

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

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

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

Trevor Fennessy, CFP^®, MBA

Private Wealth Advisor, Associate Portfolio Manager, CWB Wealth Partners

Matthew Sears, CFA, CFP^®

Private Wealth Advisor, Associate Portfolio Manager

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

Private Wealth Advisor, Associate Portfolio Manager

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

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

Brett Phare, FMA, CFP^®, CIM^®, FCSI^®

Market Lead & Senior Private Wealth Specialist

Stephanie Mann, BBA, CFP^®, PFP

AVP, Private Wealth Specialist

Brian Bate, CFP^®, BFS

AVP, Private Wealth Specialist

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

Senior Research Analyst, U.S. Equities

Ric Palombi, CFA

Senior Portfolio Manager, International Equities and Alternative Income 

Jimmy Desai, CFA, MBA

Associate Portfolio Manager, International Equities

Imran Usmani, CFA, CPA, CA

Senior Research Analyst

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

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

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

Robert Bradburn, CFP^®, CIM^®, CLU^®

General Manager, CWB Insurance Solutions

Kim Stevens, CFP^®, CLU^®, CHS

Wealth Preservation Advisor

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.

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 

Carrie Benoit, CFP^®

Financial Planner, Financial Education & Employer Services