Client Service Associate
Years of Industry Experience: 4
Years with CWB McLean & Partners: Joined in May 2022
Rachel’s passion for positivity, aptitude for understanding financial matters and enthusiasm for working with clients serve her well in her role as a Client Service Associate. Her all-in attitude makes her a joy to work with and her commitment to constant improvement is inspiring.
Originally from Northern Ireland, Rachel attended the University of St. Andrews in Scotland, completing her Master’s Degree in Mathematics in 2017. Her love of financial mathematics led her into financial services.
After moving to Canada, she completed the RBC career launch program, and then joined RBC Dominion Securities as an Associate. She holds her Registered Representative license having completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME).
Hobbies and Interests:
A keen traveler, Rachel is also one half of a harp duo called “Highly Strung” that plays at weddings and other events in the Calgary area. She also loves TV and movies, hiking and exploring and hanging out with friends.