Corporate Operations Team
Our Corporate Operations Team is the back-bone of our organization. Composed of strong and competent professionals, this team ensures optimal technology and software for efficent client reporting, trading, portfolio accounting, and tax reporting.
McLean & Partners’ intimate entrepreneurial platform, exceptional fund offerings, growth opportunities, and a forward-thinking leadership team, intrigued Amanda to join McLean & Partners in June, 2013. Prior to this, Amanda spent five years at the Bank of Montreal (Nesbitt Burns) in a senior executive role as the Divisional Head of Compliance and Administration for the province of Alberta. Amanda is a member of the senior leadership team at McLean & Partners, and is responsible for all Compliance and Operations for the firm.FULL BIO
As Chief Financial Officer, Lily oversees regulatory financial compliance for the firm.FULL BIO
Jamalia joined McLean & Partners as an accountant in October 2011. Her goal is to “never stop challenging herself”, which has brought her to Canada where she successfully started her new career in the Wealth Management industry.FULL BIO
As Operational Compliance Manager, Mary oversees all compliance-related activities for the firm.FULL BIO
Cindy Pearson joined McLean & Partners’ Operations Team as a Senior Operations Analyst in March, 2012. As Project Manager, Cindy played a major role in the implementation of PureFacts. She is responsible for all trade settlements, PureFacts system support, and procedures documentation for the Operations Team.FULL BIO
Lindsay Cochran joined McLean & Partners in September 2012 as the Director of First Impressions, and was able to provide exceptional attention and service to high net worth clients with ease.FULL BIO