Private Client Management

Our private client advisors have an average 18 years experience, and have navigated client wealth through
good, bad, and indifferent markets.

At McLean & Partners, we invest in building personal relationships that support ongoing professional guidance as your investment needs and goals change.

 

Brent McLean, B.Comm
Chief Executive Officer
Brent has been Chief Executive Officer of McLean & Partners since founding the company in 1999. Over the past 11 years, the team has built the company into a leading High Net 'Worth Private Client company...
Kevin Dehod, BA (ECON), CIM
President & Portfolio Manager
Kevin Dehod is the President, founding partner and Portfolio Manager with McLean & Partners. His first priority is working with private clients to ensure their investment strategies serve their personal goals and priorities.
David Sherlock, BA (ECON), CIM, PFP, AICB
Portfolio Manager & Director of Product Management
In off hours, David Sherlock teaches investment courses to undergraduate business students and students who are looking to enter the brokerage world, so it’s no wonder he easily makes sense of investing strategies for clients.
Russ MacKay, B.Comm, CIM
Associate Portfolio Manager
An experienced investment advisor, Russ MacKay became a founding partner in McLean & Partners in 1999 because of his belief in the client-focused business model.
Tyler Simms, CFA
Investment Associate
Tyler joined McLean & Partners in September 2011 as an Investment Associate in the Private Client Management Team.