Robert Mc Chlery, BSc, Cfp, Clu, Rrc
About Robert Mc Chlery, BSc, Cfp, Clu, Rrc
Robert Mc Chlery is an Associate Consultant at IG Wealth Management, where he has worked since 2017. He has extensive experience in sales and financial planning, having held various managerial positions at the Barbados Tourism Authority and IG Wealth Management, and he holds multiple financial certifications.
Work at IG Wealth Management
Robert Mc Chlery has been serving as an Associate Consultant at IG Wealth Management since 2017. His role involves providing clients with personalized financial solutions and in-depth analysis to help align their financial aspirations with actionable strategies. Prior to his current position, he held various roles at IG Wealth Management, including Division Director from 2013 to 2017 and Field Trainer from 2012 to 2013. He also worked as a Consultant from 2011 to 2013, all based in Toronto, Canada.
Education and Expertise
Robert Mc Chlery holds a Bachelor of Science degree in Mathematics from the University of the West Indies, which he completed from 1979 to 1983. He has furthered his education in financial planning, achieving the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council. Additionally, he earned the Chartered Life Underwriter (CLU) designation and the Registered Retirement Consultant (RRC) designation from Advocis and the Canadian Institute of Financial Planning, respectively. His educational background also includes studies in Travel and Tourism.
Background
Robert Mc Chlery has a diverse professional background, having worked in various roles within the tourism and financial sectors. He began his career at the Barbados Tourism Authority, where he held multiple positions, including District Sales Manager and Regional Sales Manager for North & Midwest USA. He transitioned to the financial services industry, where he has spent several years at IG Wealth Management and Investors Group, focusing on financial consulting and client services.
Achievements
Throughout his career, Robert Mc Chlery has developed a reputation for creating personalized financial roadmaps for clients. He emphasizes the importance of establishing clear financial goals and regularly measuring progress to achieve financial freedom. His experience in both the tourism and financial sectors has equipped him with a unique skill set that allows him to address clients' financial questions and concerns effectively.