Brad Mclellan, Cfp, Rrc

Brad Mclellan, Cfp, Rrc Email and Phone Number

Senior Consultant @ IG Wealth Management
Newmarket, ON, CA
Brad Mclellan, Cfp, Rrc's Location
Newmarket, Ontario, Canada, Canada
Brad Mclellan, Cfp, Rrc's Contact Details

Brad Mclellan, Cfp, Rrc work email

Brad Mclellan, Cfp, Rrc personal email

n/a
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!

Brad Mclellan, Cfp, Rrc's Current Company Details
IG Wealth Management

Ig Wealth Management

View
Senior Consultant
Newmarket, ON, CA
Website:
investorsgroup.com
Employees:
270
Brad Mclellan, Cfp, Rrc Work Experience Details
  • Ig Wealth Management
    Senior Consultant
    Ig Wealth Management
    Newmarket, On, Ca
    View
  • Ig Wealth Management
    Senior Consultant
    Ig Wealth Management Nov 2024 - Present
    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 success for clients, he believes there is more to one's financial well-being than investments alone. Throughout his career, he has worked with many high-net-worth individuals, primarily physicians and their families. As a result, he has a wide range of experience to advise in all areas of financially planning, both personally and corporately. Brad enjoys spending time with his family, exercising, following professional sports and being in the great outdoors.
    View
  • Md Financial Management | Gestion Financière Md
    Senior Financial Consultant
    Md Financial Management | Gestion Financière Md Mar 2020 - Nov 2024
    Barrie, Ontario, Canada
    View
  • Md Financial Management | Gestion Financière Md
    Financial Consultant
    Md Financial Management | Gestion Financière Md Oct 2018 - Mar 2020
    Barrie, Ontario
    View
  • Investors Group Securities Inc.
    Associate Consultant
    Investors Group Securities Inc. May 2016 - Sep 2018
    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.

Brad Mclellan, Cfp, Rrc Skills

Marketing Microsoft Office Social Media Social Media Marketing Customer Service Event Planning Public Relations Social Networking Time Management Event Management Advertising Financial Planning Powerpoint Microsoft Excel Teamwork

Brad Mclellan, Cfp, Rrc Education Details

Frequently Asked Questions about Brad Mclellan, Cfp, Rrc

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 the current company?

Brad Mclellan, Cfp, Rrc's current role is Senior Consultant.

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

Brad Mclellan, Cfp, Rrc's email address is br****@****rgo.com

What schools did Brad Mclellan, Cfp, Rrc attend?

Brad Mclellan, Cfp, Rrc attended Seneca College Of Applied Arts And Technology, Seneca College Of Applied Arts And Technology, Morton College.

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

Brad Mclellan, Cfp, Rrc has skills like Marketing, Microsoft Office, Social Media, Social Media Marketing, Customer Service, Event Planning, Public Relations, Social Networking, Time Management, Event Management, Advertising, Financial Planning.

Who are Brad Mclellan, Cfp, Rrc's colleagues?

Brad Mclellan, Cfp, Rrc's colleagues are Robert Middelkoop, Elaine Jose, B Ng, Jacinthe Mallais.

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