RM

Rob McLean

Chief Technology Officer

Rob McLean has over two decades of experience in financial services, focusing on technology and operational leadership. They served as Vice President and Senior Vice President at Qtrade Financial Group from 2010 to 2014, where they implemented strategic technology solutions and led enterprise-wide projects, achieving top industry rankings for online brokerage platforms. Prior to this, they held various leadership roles at Credential and Guardian Capital Group, culminating in their current position as Chief Technology Officer at Worldsource Wealth Management since 2023. Rob also operated as Principal Consultant at Finovate Consulting Services from 2018 to 2020, demonstrating a consistent commitment to driving operational efficiencies and enhancing customer service through technology.

Location

Delta, Canada


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