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Corporate Operations Team

Our fundamentals start with process, and this team makes it happen. Composed of strong and competent professionals, our operations team keep our technology and programs optimized and running smoothly, including software for efficient client reporting, trading and portfolio accounting.


Amanda Bateman, FMA, FCSI

Amanda is a member of the senior leadership team at McLean & Partners and is responsible for the firm’s regulatory compliance regime, ensuring we conform to the rapidly changing industry requirements, and implementing best practices for the management of our client's investments.

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Amanda Bateman, FMA, FCSI
Chief Compliance Officer
Head of Operations and Human Resources

Lily Lau, CA

Lily joined McLean & Partners in November 2007 and is a member of the senior leadership team. Lily is responsible for managing company financial risk and ensuring financial regulatory compliance.

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Lily Lau, CA
Chief Financial Officer

Michelle Krusk

With over 25 years in the wealth management industry, Michelle is as passionate as she is proficient at streamlining processes to optimize operational efficiency.

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Michelle Krusk
Operations Manager

Lindsay Cochran

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.

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Lindsay Cochran
Compliance Officer

Jamalia Naghiyeva

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.

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Jamalia Naghiyeva
Accountant

Cindy Swift

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.

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Cindy Swift
Senior Operations Analyst

Ryan Link

Ryan Link joined McLean & Partners in May, 2018 as an Operations Associate and was quickly able to provide his strong technical background.

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Ryan Link
Operations Associate