Client Service Associate
Years of Industry Experience: 2
Years with CWB McLean & Partners: Joined in March 2022
For Brody, exceptional client service means going above and beyond his clients’ expectations to meet their needs. Always.
Having worked as a Student Financial Planner, he understands the importance of maintaining trusted relationships, and asks deeper questions to ensure his clients are fully satisfied with the services they receive.
Brody graduated from Rochester Institute of Technology with a Bachelor of Science, where he studied Finance and Management Information Systems. He also played for the NCAA Division 1 hockey team while there. To further his education, Brody is currently enrolled in the Canadian Securities Course.
Hobbies and Interests:
Playing acoustic guitar, hockey, golf, fly fishing, working out, and spending time with family and friends.
Brody volunteers with organizing/supervising activities for the Children’s Wish Foundation. He also acts as a coach/mentor for Blackie Hockey Academy and Valette Skills & Performance Hockey Camp.