Tyler MacLean

Manager, Wealth Management Partnerships

Published: June 2017

Tyler MacLean has been with Gulf & Fraser since 2009. Over time, Tyler’s career with Gulf & Fraser has changed and advanced through the opportunities that he has taken on with ambition—from Service Representative, to Financial Planner, to Manager of Wealth Management Partnerships. In his current role, Tyler continues to pursue his passion as a Financial Planner working with members of Gulf & Fraser and is also supporting partner credit unions towards their goals of providing wealth management services to the members they serve. He works with existing and new credit union partners to provide individualized wealth management oversight that binds lasting relationships between the credit union and their membership.

Tyler has an Associate Certificate in Financial Planning and is a Certified Financial Planner. He is also completing a Mini-MBA through McGill University.

What opportunities has Gulf & Fraser given you?

Gulf & Fraser has done so much to help me in my career. I’ve been able to take educational courses, I’ve been supported through leadership initiatives and I’ve been given amazing opportunities to cross-train throughout the organization.

How would you describe Gulf & Fraser’s culture?

Collaborative and inclusive. Everyone is really focused on helping and empowering members, and employees, and I find that really inspiring.

What’s one piece of career advice you would give to those looking for a career as a Financial Planner?

Take the time to sit down with someone in the role. Learn about what’s involved and do some job shadowing so you can get a sense of what the job is all about. I would also suggest getting a clear understanding of the type of education and designations you need for a Financial Planner role and start the educational journey as soon as you can.

How would you sum up your experience at Gulf & Fraser in one word?

Empowering!