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De-risk Your Software & Systems

Tacklebox Digital takes the fear and failure out of software for Canadian financial services companies. We save our clients from the labor-intensive and risky task of selecting and deploying software that helps financial services companies serve their clients effectively and operate efficiently.

Wealth Management Digital Transformation

Trusted by Leading Wealth Managers:

Prepare for scale, sale, or succession.

Scale

Prepare your business for growth through systems that get more done with fewer resources.

Sale

Increase your multiples through higher margins and comprehensive processes and systems.

Succession

Ensure your legacy lives on to create generational wealth.

Our values

Innovation

Embrace creativity to adapt and innovate to stay ahead in a changing world.

No BS

Build trust and transparency to cut through the noise to focus on what truly matters.

Do Better

Strive for excellence in everything we do, continually improve, and exceed expectations.

Curiosity

Foster a culture of curiosity, ask questions, and explore new possibilities.

Our team

Passionate about software, systems, and process automation.

Brennen McLean

Brennen McLean

President
Mairéad McParland

Mairéad McParland

VP of Client Experience
Graham Skelton

Graham Skelton

VP of Product
Dave Ward

Dave Ward

VP of Growth

Amy Salmon

Amy Salmon

Client Support
Carter Griffin

Carter Griffin

Business Development

Strategic Partners