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Jamie Mclean Email & Phone Number
Managing Partner
at
Rockmoor Wealth Management
1 work email found
@bmo.com
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Partner
Location
Delta, British Columbia, Canada
Company size
Who is Jamie Mclean? Overview
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Quick answer
Jamie Mclean is listed as Managing Partner at Rockmoor Wealth Management, a with 7 employees, based in Delta, British Columbia, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Jamie Mclean.
Jamie Mclean previously worked as Investment Fund Advisor at Manulife Securities and Life Insurance Advisor at Strive Wealth Management.
Company email context
Email format at Rockmoor Wealth Management
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{first}.{last}@bmo.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jamie Mclean. Compare company email patterns before reaching out.
Profile bio
About Jamie Mclean
Every client has a unique situation. With over 18 years of experience in the financial services industry, Jamie prides himself in working closely with his clients to help achieve their financial goals with tailored solutions and ongoing support.
Listed skills include Investment Advisory, Wealth Management, Financial Planning, Retirement Planning, and 30 others.
Current workplace
Jamie Mclean's current company
Company context helps verify the profile and gives searchers a useful next step.
Rockmoor Wealth Management
9 roles · 23 years
Jamie Mclean work experience
A career timeline built from the work history available for this profile.
Investment Fund Advisor
CurrentStrive Wealth Management is a trade name used to carry on business related to life insurance and mutual fund products. Mutual fund products are sold through Manulife Securities Investment Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services.
Aug 2020 - Present
Life Insurance Advisor
Current
Strive Wealth Management
Jul 2021 - Present
Investment Specialist & Financial Planner
Jan 2018 - Aug 2020
Financial Planner
Jan 2014 - Jan 2018
Branch Manager
As a Branch Manager my main responsibilities include:• Developing & implementing initiatives to grow balances, revenue and customer service scores. • Coaching sales & service staff and implementing performance measures. • Coordinating the collaboration of partners within the branch & area. • Maintain a network in the community to enhance company visibility and build a strong referral sources.• Providing solutions for customer complaints and escalations.
2009 - 2014
~5 yrs
Area Manager In Store Banking
As an Area Manager In Store Banking my main responsibilities included:• Oversee 15 In Store branches in the Fraser Valley and BC Interior areas.• Developed & implemented initiatives to grow balances and revenue.• Coached managers and implemented performance measures.• Collaborated with the internal & external partners to grow business• Provided solutions for customer escalations.
2007 - 2009
~2 yrs
Branch Manager In Store Banking
As a Branch Manager In Store Banking my main responsibilities include:• Developing & implementing initiatives to grow balances, revenue and customer service scores. • Coaching sales staff and implementing performance measures. • Coordinating the collaboration of partners within the branch & area. • Maintain a network in the community to enhance company visibility and build a strong referral sources.• Providing solutions for customer complaints and escalations.
2006 - 2007
~1 yr
Financial Service Manager
As a Financial Service Manager my main responsibilities included:• Exceeding personal sales targets in all lines of business. • Identifying customer banking needs & providing tailored solutions that included everyday banking, investments, loans & mortgages. • Collaborating and creating referral networks with partners and specialized sales teams. • Building lasting customer relationships.
2004 - 2006
~2 yrs
FAQ
Frequently asked questions about Jamie Mclean
Quick answers generated from the profile data available on this page.
What company does Jamie Mclean work for?
Jamie Mclean works for Rockmoor Wealth Management.
What is Jamie Mclean's role at Rockmoor Wealth Management?
Jamie Mclean is listed as Managing Partner at Rockmoor Wealth Management.
What is Jamie Mclean's email address?
AeroLeads has found 1 work email signal at @bmo.com for Jamie Mclean at Rockmoor Wealth Management.
Where is Jamie Mclean based?
Jamie Mclean is based in Delta, British Columbia, Canada while working with Rockmoor Wealth Management.
What companies has Jamie Mclean worked for?
Jamie Mclean has worked for Rockmoor Wealth Management, Manulife Securities, Strive Wealth Management, Scotiabank, and Bmo Financial Group.
How can I contact Jamie Mclean?
You can use AeroLeads to view verified contact signals for Jamie Mclean at Rockmoor Wealth Management, including work email, phone, and LinkedIn data when available.
What skills is Jamie Mclean known for?
Jamie Mclean is listed with skills including Investment Advisory, Wealth Management, Financial Planning, Retirement Planning, Mutual Funds, Investments, Portfolio Management, and Financial Analysis.
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