BRAD MCLELLAN “We take a hearts-first approach” When wealth management professionals pour their heart into client work, it’s only natural they wonder at times how the client feels about the experience they’re providing. For Brad McLellan, CERTIFIED FINANCIAL PLANNER® professional (CFP®), and Executive Financial Consultant with IG Private Wealth Management (IG), clear signs of client gratification came when he transitioned his business over to IG....