Tom Mc Clellan

Tom Mc Clellan

Financial Service Representative @ CIBC

About Tom Mc Clellan

Tom Mc Clellan is a Financial Service Representative at CIBC in Bracebridge, ON, with a diverse background in accounting and finance. He holds multiple degrees and certifications from institutions including Queen's University, Laurentian University, and the Canadian Securities Institute.

Current Role at CIBC

Tom Mc Clellan is currently a Financial Service Representative at CIBC, a position he has held since 2019. Located in Bracebridge, ON, his role involves interacting with clients to provide financial services and advice. His responsibilities likely include managing customer accounts, offering investment products, and assisting with banking services. His expertise in financial services is backed by his comprehensive educational background and previous work experience in accounting and finance.

Previous Experience in Accounting

Before joining CIBC, Tom Mc Clellan worked at various reputable firms. In 2018, he served as a Staff Accountant at Avard, Lindsay, Holmberg LLP in Barrie, Ontario for three months. From 2016 to 2017, he was an Accountant at Barnett and Associates Inc. in Ontario, Canada, working for five months. Earlier, from 2013 to 2016, he was employed as a Bookkeeper/Clerk at Gibraltar Rock Ltd. in Severn Bridge, Ontario for three years. These roles involved responsibilities such as managing financial records, preparing reports, and assisting with audits.

Educational Background in Finance and Business

Tom Mc Clellan has a robust educational background in finance and business. He completed a course on Investments and Securities at the Canadian Securities Institute, earning the Investment Funds in Canada designation in 2019. He holds a Bachelor's Degree in Business Administration and Management from Laurentian University/Université Laurentienne, completed between 2016 and 2018. He also studied Accounting and Finance at Georgian College, where he obtained a business degree from 2013 to 2015 and completed the Business and Management Studies program in 2013.

Academic Foundations and Early Education

Tom Mc Clellan's foundational education includes a Bachelor of Arts in Political Studies and Economics from Queen's University, achieved between 2006 and 2009. Prior to that, he attended Birchmount Park Collegiate Institute, where he earned his High School Diploma from 2002 to 2006. This diverse academic background provides a solid foundation for his current and past professional roles in financial services and accounting.

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