CRM WRANGLERS, COACHES

We are a team of roll-up-our-sleeves problem solvers. We love working with process almost as much as we love working with people. We have been in the digital transformation space since 2017 and we have worked with wealth managers since 2020. We have a long history with CRM, as users, proponents, implementers and evangelists.

We look forward to working with you and your team to take your wealth management CRM experience to the next level.

TRUSTED BY LEADING WEALTH MANAGERS:

OUR TEAM

At Tacklebox Digital, we specialize in CRM optimization for financial advisors and Canadian wealth management teams. We’ve help firms simplify operations, improve compliance, and unlock client engagement through smarter CRM use. Our team brings decades of hands-on experience in CRM implementation, coaching, and workflow automation — tailored specifically for financial practices.

BRENNEN MCLEAN

Founder

MAIRÉAD MCPARLAND

Project Manager, Coach

GRAHAM SKELTON

Project Manager, Coach

AMY
SALMON

Digital Workflow Architect

OUR VALUES

 
IMPROVE

 

We live in a world of curiosity, courage and evolving possibilities. We embrace the opportunity to try, and fail until improvement is born.

 

☺

FUN

 

We take our work seriously and we’re serious about having fun while we work.

 

IMPACT

 

We have a responsibility to positively impact the lives of our clients, employees, partners and members of our global community

 

Q

NO BS

POLICY

 

We operate with candor, trust, respect, and transparency. We don’t hand out or accept BS.

STRATEGIC PARTNERS

COMMUNITY IMPACT PARTNERS