Headquarters:
345 Ridout Street North, London, ON N6A 2N8
Year founded:
2010
Number of employees:
275
Phone:
+1 877 281 0480
Email:
airdberlis@airdberlis.com
Website:
hr.mcleanco.com
LinkedIn:
linkedin.com/company/mclean-&-company
“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”
Brett Bastow, IQumulate Premium FundinG
Jennifer Rozon
President
Karen Mann
Senior Vice President of HR Research, Learning Solutions, and Advisory Services
Jon Campbell
Senior Vice President – Sales
Leadership
Jennifer Rozon is the president of McLean & Company, overseeing research, product development, business growth, and client experience. Since joining in 2006, she has led key innovations, including the firm’s first blueprints and Employee Engagement Program. Known for her analytical approach and people-first leadership, Rozon drives results through collaboration and embraces change as a catalyst for performance. She believes exceptional employee experiences create stronger client outcomes. Before McLean & Company, she held roles at HRSDC, BlackBerry, and Wal-Mart. Rozon holds an HBA from the Ivey Business School at Western University.
President
Jennifer Rozon
Karen Mann is the senior vice president of HR research, learning solutions, and advisory services at McLean & Company. With over 30 years of HR experience, she leads teams that deliver evidence-based research, leadership coaching, advisory support, and training programs to help organizations achieve their people strategies. Known for her collaborative, results-driven approach, Mann excels at turning big ideas into practical solutions that make work matter. Her background spans HR leadership roles in global tech, telecom, retail, and B2B sectors, along with nonprofit board experience. Mann holds an MSc from Manchester Business School and multiple professional HR and coaching designations.
Senior Vice President of HR Research, Learning Solutions, and Advisory Services
Karen Mann
Jon Campbell is the vice president of sales at McLean & Company, overseeing both the new business (Acquire) and member services (Engage) teams. Since joining in 2015, Campbell has led multiple high-performing teams, driving strong growth in sales and client engagement. He quickly advanced from commercial director to director of acquisition, where he expanded the team and earned a spot on the President’s Club. As director of Engage, he transformed the group into a growth engine, delivering record results. Promoted to VP in 2020, Campbell now leads the overall sales strategy. He studied marketing and sales at TAFE NSW and has a background in travel and tourism sales.
Senior Vice President – Sales
Jon Campbell
BRETT BASTOW, IQUMULATE PREMIUM FUNDINGs
Leadership
Leadership
Laura Hansen-Kohls
Vice President of HR Diagnostics, Advisory, and Data Insights
Laura Hansen-Kohls is vice president of HR diagnostics, advisory, and data insights at McLean & Company. She leads the development and delivery of diagnostic tools that help organizations assess and improve HR strategy, employee engagement, and leadership effectiveness. Hansen-Kohls’s team guides clients through every stage of the diagnostic process, from survey design and launch to data analysis and action planning, ensuring meaningful, organization-wide impact. Her work includes oversight of key tools like the Employee Engagement Program, 360 Feedback, and HR Organizational Alignment. Hansen-Kohls holds a BA Hons from UPEI, an MA from Queen’s University, a B.Ed. from Western, and is an Erickson-Certified Coach.
Vice President of HR Diagnostics, Advisory, and Data Insights
Laura Hansen-Kohls
Maureen Cahill
Senior Managing Partner
Maureen Cahill is the senior managing partner of McLean & Company's Executive Services team. With 30 years of experience as an HR executive, consultant, and advisor, she leads a team of executive counselors and advisors who support CHROs and senior HR leaders with high-impact, strategic guidance.
A former chief HR officer, Cahill has worked across for-profit, nonprofit, and private-equity-backed organizations, building HR infrastructures, advising boards, and guiding executive transitions. She excels at aligning people strategies with business goals and has also led revenue-generating functions. Cahill holds a business degree from North Central College, an MBA, and certifications in executive coaching.
Senior Managing Partner
Maureen Cahill
Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues.
In the past year, the firm’s growth has been notable. It has:
• experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year
• improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40%
• significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience
• expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group
Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers.
The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.
“IQumulate is on a technology journey, and we’re just getting started”
Wayne Tower,
IQumulate Premium Funding
Whitney Weber
Vice President of Operations and Events
Bardia Jalayer
Associate, Workplace Law Group
Zachary Sippel
Associate, Workplace Law Group
Pam Chhabra
Manager – Residential Strata
Whitney Weber is vice president of operations and events at McLean & Company, where she leads operational strategy and client experience. With over a decade of experience in tech and services, she specializes in scaling operations, driving efficiency, and leading cross-functional teams. Prior to joining McLean, Weber held executive roles at JRNYS Wellness and SoftwareReviews and has also worked with Info-Tech Research Group, Nielsen, and IBM. She brings deep expertise in project management, analytics, and customer success. Weber holds an Honours Bachelor of Commerce from McMaster University and an MBA in Project Management from the University of Calgary.
Vice President of Operations and Events
Whitney Weber
Bardia Jalayer specializes in employment, labour, and sports law and brings a client-focused approach to every matter. He is a passionate problem solver who helps clients feel more confident in their decisions by offering practical advice tailored to their business goals and needs. Jalayer advises on employment and labour-related matters, including comprehensive policies and training, collective agreements, and issues within the workplace. He also has experience in dispute resolution matters heard before the Superior Court, the Divisional Court, and the Court of Appeal. Jalayer advises unionized and non-unionized clients alike, as well as professional and amateur sporting organizations and player associations.
Associate, Workplace Law Group
Bardia Jalayer
Zachary Sippel is a strong communicator who is passionate about advocating for his clients. He is dedicated to understanding his clients’ businesses and the diverse industries in which they operate and leverages real-world experience to provide practical advice. Sippel’s practice includes a wide range of employment and labour-related matters, including advising on occupational health and safety requirements, labour arbitrations, and collective bargaining. He has appeared before various courts and tribunals across Ontario and Canada, including the Human Rights Tribunal, Labour Relations Board, Small Claims Court, and Superior Court of Justice.
Associate, Workplace Law Group
Zachary Sippel
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view.
IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance.
“We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.
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What does IQumulate have in mind for the future?
“IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur.
“Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, with the potential to allow IQumulate to capture a larger market share, whilst continuing to deliver service excellence to clients.”
“As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead.
“We’re excited for the future and look forward to what’s on the horizon.”
IQumulate invests in education and people, which are vital to attracting new business and talent to the company.
“We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.”
Clients can also expect a lot from working with IQumulate.
“Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”
IQumulate invests in education and people, which are vital to attracting new business and talent to the company.
“We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.”
Clients can also expect a lot from working with IQumulate.
“Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”
What does IQumulate have in mind for the future?
“IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur.
“Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, creating a competitive advantage with the potential to allow IQumulate to command premium pricing or capture a larger market share.
“As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead.
“We’re excited for the future and look forward to what’s on the horizon.”
Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
Claire Watson
Product Manager
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Claire Watson
Product Manager
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
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Ivan Verescuk
Chief Executive Officer and Managing Director
Shaun O’Brien
Head of Underwriting
Emily Walker
Head of Strata and Development
Rex Oakman
Head of Operations and Risk
Sandy Newton
Head of Underwriting
Andrew Mitchell
Manager – NSW
Michael Prokopis
Manager – Southern Region
Pam Chhabra
Manager – Residential Strata
Jeffrey Valdivia
Manager – Commercial Strata
Adam Basaldella
Manager – Claims
McLean & Company is the trusted partner of HR and leadership professionals around the world. By pairing evidence-based research, diagnostics, learning solutions, and practical tools with HR expertise, they offer scalable team solutions that allow clients to accelerate goal attainment and complete key initiatives. Their mission is to help leaders build workplaces where everyone thrives. As a membership-based organization building lasting advisory partnerships, McLean & Company's members say they "put the human in Human Resources".
McLean & Company's strategic approach to diagnostics goes beyond simple data collection. Diagnostic program managers take members every step of the way, from survey design to survey launch management and results analysis. Advisors uncover valuable, data-driven insights and provide recommendations to inform strategy and enable high-impact action and change. Their learning solutions offer targeted development for HR professionals and people leaders, with a competency-based learning content library, training programs, leadership coaching, and workshops designed to build critical skills and leadership capabilities.
From onboarding to culture, employee engagement to leadership development, McLean & Company delivers evidence-based guidance that helps HR teams lead with confidence. With a commitment to practical impact, the firm supports members at every stage of their journey, helping them create thriving, future-ready workplaces.
“This ‘boots on the ground’ approach has seen lawyers from CDI working directly with clients in their offices or on the project site for several different projects,” says XXX.
Equally notable is the firm’s internal culture, as of CDI’s five principals, three – Christopher Rowden, Jason Pungsornruk and Jay Hatten – began as clerks under Pyman. Their shared history has fostered a continuity of vision, ensuring that CDI’s service-first philosophy remains deeply embedded. Junior lawyers are trusted to contribute meaningfully, provided they demonstrate discipline and aptitude.
CDI also invests heavily in education-based marketing. From onsite seminars to thought leadership in legal journals, the firm seeks to upskill project teams and deepen client relationships. Its visibility across the legal landscape is reflected in its sponsorship and participation in key industry events – such as the ICC Arbitration Day in Tokyo and the SOCLA national conference – as well as its publishing credentials, including the widely used annotated guide to Queensland adjudication law.
“We consider that success is only achieved when our clients feel they have received the most outstanding legal service experience they have ever received from a law firm,” says XXX. “Of course, results are important, but results can be unpredictable. What can be predicted and controlled is the commitment to adding value to our clients’ businesses.”