Brad Mclellan, Cfp, Rrc
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Brad Mclellan, Cfp, Rrc Email & Phone Number

Senior Consultant at IG Wealth Management
Location: Newmarket, Ontario, Canada 5 work roles 3 schools
1 work email found @investorsgroup.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@investorsgroup.com
LinkedIn Profile matched
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Current company
IG Wealth Management
Role
Senior Consultant
Location
Newmarket, Ontario, Canada
Company size
270 employees

Who is Brad Mclellan, Cfp, Rrc? Overview

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Quick answer

Brad Mclellan, Cfp, Rrc is listed as Senior Consultant at IG Wealth Management, a company with 270 employees, based in Newmarket, Ontario, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Brad Mclellan, Cfp, Rrc.

Brad Mclellan, Cfp, Rrc previously worked as Senior Financial Consultant at Md Financial Management | Gestion Financière Md and Financial Consultant at Md Financial Management | Gestion Financière Md. Brad Mclellan, Cfp, Rrc holds Post Graduate Certificate (Hon.), Financial Planning And Services from Seneca College Of Applied Arts And Technology.

Company email context

Email format at IG Wealth Management

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*@investorsgroup.com
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AeroLeads found 1 current-domain work email signal for Brad Mclellan, Cfp, Rrc. Compare company email patterns before reaching out.

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Profile bio

About Brad Mclellan, Cfp, Rrc

Having been an advisor in the high-net-worth Wealth Management space since 2016, I have had the opportunity to play a significant role in clients wealth creation and maintenance. My focus is on holistic financial planning and understand while investments play a significant role in the path to success of all clients, there is more to one's financial health than solely this. I am a fully Certified Financial Planner (CFP), which helps to bring clients the comfort that I can help to address any and all needs their unique situation might bring to the table. In my career I have worked with many high-net-worth individuals, primarily with physicians and their families. As a result, I have a wide range of experience to advise in all areas of financially planning both personally and corporately.In my spare time, I spend much of my time with my family, exercise, follow professional sports and enjoy the outdoors!

Listed skills include Marketing, Microsoft Office, Social Media, Social Media Marketing, and 11 others.

Current workplace

Brad Mclellan, Cfp, Rrc's current company

Company context helps verify the profile and gives searchers a useful next step.

IG Wealth Management
Ig Wealth Management
Senior Consultant
Newmarket, ON, CA
Website
investorsgroup.com
Employees
270
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Company profile
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5 roles

Brad Mclellan, Cfp, Rrc work experience

A career timeline built from the work history available for this profile.

Senior Consultant

Current
Ig Wealth Management

Newmarket, Ontario, Canada

Brad McLellan has been an advisor in the high-net-worth wealth management space since 2016, and has had the opportunity to play a significant role in financial planning and wealth creation for clients. As a CERTIFIED FINANCIAL PLANNER® professional, Brad's focus is on holistic financial planning. While investments play a significant role in the path to.

Nov 2024 - Present

Associate Consultant

Investors Group Securities Inc.

Newmarket, Ontario

Helping everyone and anyone with improving their financial situation, and even greater, their life.I help Individuals and Families with:Tax minimization and deferral, risk management, estate planning, investments, life insurance, mortgage planning, retirement, etc.

May 2016 - Sep 2018
Team & coworkers

Colleagues at IG Wealth Management

Other employees you can reach at investorsgroup.com. View company contacts for 270 employees →

BN B Ng B Ng Colleague at Ig Wealth ManagementWinnipeg, Manitoba, Canada, Canada View → EJ Elaine Jose Elaine Jose Colleague at Ig Wealth ManagementWinnipeg, Manitoba, Canada, Canada View → RM Robert Middelkoop Robert Middelkoop Colleague at Ig Wealth ManagementWarman, Saskatchewan, Canada, Canada View → JM Jacinthe Mallais Jacinthe Mallais Colleague at Ig Wealth ManagementCampbellton, New Brunswick, Canada, Canada View →
3 education records

Brad Mclellan, Cfp, Rrc education

Post Graduate Certificate (Hon.), Financial Planning And Services

Seneca College Of Applied Arts And Technology

The completion of this program will help to advance me in my future achievement of becoming a Certified Financial Planner (CFP)

FAQ

Frequently asked questions about Brad Mclellan, Cfp, Rrc

Quick answers generated from the profile data available on this page.

What company does Brad Mclellan, Cfp, Rrc work for?

Brad Mclellan, Cfp, Rrc works for IG Wealth Management.

What is Brad Mclellan, Cfp, Rrc's role at IG Wealth Management?

Brad Mclellan, Cfp, Rrc is listed as Senior Consultant at IG Wealth Management.

What is Brad Mclellan, Cfp, Rrc's email address?

AeroLeads has found 1 work email signal at @investorsgroup.com for Brad Mclellan, Cfp, Rrc at IG Wealth Management.

Where is Brad Mclellan, Cfp, Rrc based?

Brad Mclellan, Cfp, Rrc is based in Newmarket, Ontario, Canada while working with IG Wealth Management.

What companies has Brad Mclellan, Cfp, Rrc worked for?

Brad Mclellan, Cfp, Rrc has worked for Ig Wealth Management, Md Financial Management | Gestion Financière Md, and Investors Group Securities Inc..

Who are Brad Mclellan, Cfp, Rrc's colleagues at IG Wealth Management?

Brad Mclellan, Cfp, Rrc's colleagues at IG Wealth Management include B Ng, Elaine Jose, Robert Middelkoop, and Jacinthe Mallais.

How can I contact Brad Mclellan, Cfp, Rrc?

You can use AeroLeads to view verified contact signals for Brad Mclellan, Cfp, Rrc at IG Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Brad Mclellan, Cfp, Rrc attend?

Brad Mclellan, Cfp, Rrc holds Post Graduate Certificate (Hon.), Financial Planning And Services from Seneca College Of Applied Arts And Technology.

What skills is Brad Mclellan, Cfp, Rrc known for?

Brad Mclellan, Cfp, Rrc is listed with skills including Marketing, Microsoft Office, Social Media, Social Media Marketing, Customer Service, Event Planning, Public Relations, and Social Networking.

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