Brooke Mcclelland

Brooke Mcclelland Email and Phone Number

Senior Advisor, Rubach Wealth: Holistic Family Advisors™. You Are Not the Client* @ Rubach Wealth: Holistic Family Advisors™.
toronto, ontario, canada
Brooke Mcclelland's Location
Toronto, Ontario, Canada, Canada
Brooke Mcclelland's Contact Details

Brooke Mcclelland work email

Brooke Mcclelland personal email

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About Brooke Mcclelland

Regardless of how successful you are, there is a piece of financial planning you owe to someone. That’s why at Rubach Wealth, we work with our clients to develop a financial plan and talk about how insurance can support or enhance their plan. Having said that, as much as I love insurance, should insurance be a part of people’s financial plan? Maybe, or maybe not. I just want everyone to remember this: you are not actually the client. Your spouse is, or your children are, or your foundation is, or your favourite causes are.The one aspect I love about working at Rubach Wealth is seeing the relief the client feels once their plan has been built, and all of their “boxes” have been checked off. You can only get there by digging deeper, by asking the qualitative questions that get to the root of a client’s unique situation. That’s why I especially identify with this element of our Manifesto: We want to understand the entire problem.

Brooke Mcclelland's Current Company Details
Rubach Wealth: Holistic Family Advisors™.

Rubach Wealth: Holistic Family Advisors™.

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Senior Advisor, Rubach Wealth: Holistic Family Advisors™. You Are Not the Client*
toronto, ontario, canada
Website:
rubachwealth.com
Employees:
4
Brooke Mcclelland Work Experience Details
  • Rubach Wealth: Holistic Family Advisors™.
    Senior Advisor
    Rubach Wealth: Holistic Family Advisors™. Sep 2017 - Present
    Toronto, Canada Area
    Holistic Family Advisors™ A boutique family office that is the first choice of people who want the most personal attention they can imagine. We listen, empathize and agonize over the best holistic advice we can give our clients in every area of life. We never want anyone to be anything but financially independent.
  • City Of Toronto
    Coordinator - New Year'S Eve
    City Of Toronto Sep 2016 - Jan 2017
    Toronto, Canada Area

Brooke Mcclelland Skills

Microsoft Office Customer Service Management Microsoft Excel Microsoft Word Leadership Powerpoint Research Public Speaking Project Management Team Leadership Volunteer Management Term Life Insurance Whole Life Insurance Disability Insurance Estate Planning Succession Planning Financial Planning Social Media Marketing Marketing Strategy Interviewing Programming Communication Music History Art History Creative Pitching Organizational Effectiveness Teamwork Team Management Collaborative Problem Solving Life And Health Insurance Licenses Microsoft Powerpoint

Frequently Asked Questions about Brooke Mcclelland

What company does Brooke Mcclelland work for?

Brooke Mcclelland works for Rubach Wealth: Holistic Family Advisors™.

What is Brooke Mcclelland's role at the current company?

Brooke Mcclelland's current role is Senior Advisor, Rubach Wealth: Holistic Family Advisors™. You Are Not the Client*.

What is Brooke Mcclelland's email address?

Brooke Mcclelland's email address is br****@****lth.com

What skills is Brooke Mcclelland known for?

Brooke Mcclelland has skills like Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Word, Leadership, Powerpoint, Research, Public Speaking, Project Management, Team Leadership, Volunteer Management.

Who are Brooke Mcclelland's colleagues?

Brooke Mcclelland's colleagues are Maria Defrancesco, Imran Choudhary, Mba, Cfp, Clu, Chs, Nathan Parkhouse, Cfp®, Cim®, Fma.

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