Eric McLean

Eric McLean is a Private Wealth Management Specialist at Wealthsimple, where responsibilities include supporting Financial Advisors focused on High-Net Worth clients by handling administrative tasks to enhance service quality. Previous roles at Wealthsimple included Registered Investment Agent, executing equity trades in compliance with industry regulations, and Customer Experience Agent, focused on client satisfaction and investment knowledge. Prior to Wealthsimple, Eric served as Assistant Manager at Nestlé Nespresso SA, overseeing service excellence and operational compliance, and as Client Advisor at RBC, engaging with clients to address banking needs and promote financial solutions. Eric holds an Advanced Diploma in Finance from Algonquin College of Applied Arts and Technology, completed in 2020.