Member

Heather McLeod

Thunder Bay, Ontario

Heather McLeod Wealth

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Heather McLeod

Member Bio

(This member hasn't written a bio yet!)

Heather McLeod works with people whose plans and portfolios support their values as well as their financial goals. She has two fields of focus: supporting Small Business Owners as Financial Co-Polit to ensure they build smart the first time; and supporting those rebooting their plan right through to their Estate in the wake of a divorce, death or diagnosis.

Specializations

Corporate Financial Planning
ESG & Impact Investing
Estate Planning
Financial Planning
SRI

Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Flat Fee/Project Based

Professional Associations

No items found.

Education

University

Assets Under Management

Less than 10,000,000

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Saskatchewan
Yukon
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.