Kevin Dehod, CIM^®

Location
Calgary, Alberta

“Building a sound wealth strategy requires more than just scratching the surface. It’s getting to the heart of what matters by having those deep conversations that people want, but seldom get the chance to have.”

While Kevin officially has 30 years’ experience advising clients and their families, he began honing his craft closer to age 16 when his interest in business and finance first surfaced. His ambition to help make peoples’ financial worlds better grew quickly, and at age 28 he co-founded McLean & Partners Wealth Management Ltd, now CWB Wealth Partners Ltd., the CIRO (IIROC) boutique within CWB Wealth.

Having experienced starting, growing, and selling his business, Kevin draws from those insights to connect with and guide business owners, family offices, foundations, and small institutions. His expertise also includes multi-generational wealth transfers within families, where adaptability and education are key due to the evolving nature of family dynamics. A lifelong learner, Kevin’s ability to simplify the complexities of financial markets helps his clients understand what’s happening with their money, how they should be positioned for the future, and why.

As a part of CWB Wealth’s leadership team, Kevin oversees strategy and growth for CWB Wealth Partners Ltd. Obsessed with the client experience and adding value to our clients’ lives, he brings strong leadership and a player-coach mindset to these areas in the business.

Kevin began his career at BMO Nesbitt Burns and later worked at Gordon Private Client Corporation before co-founding McLean & Partners Wealth Management in 1999. He attended the University of Calgary and Simon Fraser University, graduating with a Bachelor of Arts in Economics. He also holds a Canadian Investment Manager® (CIM®) designation and the Partners and Directors designation.