Client Service Associate
Years of Industry Experience: 2
Years with CWB McLean & Partners: 2
Mike joined CWB McLean & Partners in 2019 as an Operations Associate and crossed over to the Client Service Associate team in 2021. Having been responsible for all facets of client account opening and documentation in Operations, Mike understands the importance of establishing trusted client relationships as a Client Service Associate. For him, that means going above and beyond client expectations to create proactive solutions that provide the exceptional service they deserve.
A born and raised Calgarian, Mike graduated from the University of Calgary with a BSc in Geophysics. He’s furthered his knowledge of the financial industry by completing the Canadian Securities Course, Conduct and Practices Handbook Course, and Investment Advisor Training Program in order to become a Registered Representative.
Hobbies and Interests:
Mike has energy in spades and some of his favourite ways to expend it are playing hockey and golf, snowboarding, travelling and rooting for the Calgary Flames.
Mike has played various sports with the Calgary Sports & Social Club over the past decade, and enjoys giving back to them by lending a hand with event coordination on occasion.