Why choose cwcwb wealth management? CWB Wealth Management is a leader in the Canadian private wealth industry, with more than 200 wealth professionals across Canada, and approximately $8 billion in assets under management, advisement, and administration. We take a fully integrated approach to wealth management, with customized strategies designed to address our clients’ unique goals.Who is the head of operations at cwb mclean? In her role as Head of Operations, she is responsible for all aspects of operations and client service administration, hardware and software development, technology issues, office administration, and client reporting. As a founding member of CWB McLean & Partners Wealth Management, Kevin has more than 25 years of investment management experience.Does cwb financial group have an accessibility plan? CWB Financial Group has also prepared a Multi-Year Accessibility Plan. If you have any questions or concerns about our accessibility practices for those with disabilities, please fill out the form below and we will be in touch with you.
President & CEO, CWB McLean & Partners. As a founding member of CWB McLean & Partners Wealth Management, Kevin has more than 25 years of investment management experience. He specializes in corporate strategy and team coaching, all while managing the wealth and finances for a limited client base. Kevin Dehod, CIM ®.