McLennan Wealth Management

default-photo

Robert McLennan

Investment Advisor FMA

default-photo

Michelle McLennan

Administrative Assistant

McLennan Wealth Management

default-photo

Robert McLennan

Investment Advisor FMA

default-photo

Michelle McLennan

Administrative Assistant

Robert McLennan, FMA

Investment Advisor

250-770-1213 | Email me
250-492-3556
8-553-137-886

Robert McLennan is an investment advisor and began working in the investment industry in 1993.

He works best with people who are nearing or in retirement, business owners and community organizations.

Robert assists his clients in managing all aspects of their investment and estate goals. He keeps up to date on the constantly evolving changes in the investment world so as best to advise his clients.

Robert was born and raised in Penticton where he lives with his wife and two children.

Michelle McLennan

Administrative Assistant

250-770-1214 | Email me

Although Michelle was born and raised in Ontario she received her International Business Degree while living in Europe. She began her marketing career in the UK before transferring back to Canada.

Michelle is currently putting her administrative talents to good use as a part of the McLennan Wealth Management Team. She is your point of contact for opening new accounts, booking review meetings with Robert and supporting any of your administrative needs.

Stephen Miziolek, CLU

Estate Planning Specialist

Stephen has practiced in the financial services industry since 1982 and is a Chartered Life Underwriter (CLU). Prior to joining RBC, he held various client advisory and senior management roles.

Working closely with your advisor, Stephen employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.  Stephen can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Stephen evaluates various insurance offerings from Canada’s top-ranked insurance providers.

Nicole Todosichuk, B.Comm, LL.B, TEP

Will & Estate Consultant

Nicole received her Bachelor of Commerce Degree (Dean’s List) in 1991 and her Bachelor of Law degree in 1999 from the University of British Columbia. She clerked at the British Columbia Supreme Court from 1999 to 2000 and was called to the British Columbia Bar in 2000. Nicole has also completed the Canadian Institute of Chartered Accountants In-depth Tax Course.

Prior to joining RBC, Nicole practised law for ten years in downtown Vancouver, first at a national law firm and then at a boutique tax and trust law firm. Nicole’s practice focused on the implementation of tax and estate plans, Wills, domestic and offshore trusts, charities and business succession. Nicole is a member of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section and Charities Section and the Canadian Association of Gift Planners. Nicole’s significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.

Brad Boback, CA, CFP

Financial Planning Consultant

Brad graduated from the University of Calgary with a Bachelor of Commerce Degree.  He then articled with a national accounting firm where he obtained his Chartered Accountant designation and gained experience in auditing, accounting and taxation. After a number of years working in the Oil and Gas industry Brad then entered the Financial Services industry and soon thereafter achieved the designation of Certified Financial Planner (CFP).

Prior to joining RBC Dominion Securities, Brad worked with various national Wealth Management firms as an Investment Advisor and Financial Planner. His experience includes providing financial planning services to high-net-worth clients, and assisting with their taxation, investment, retirement planning and estate planning needs. He brings extensive knowledge and expertise to our team as a Financial Planning Consultant.

Brad's role is to work with our clients in preparing and presenting comprehensive financial plans.