Kevin MacLeod

President and Financial Planner Cfp @Lee-Owe Macleod Wealth Management Inc

Calgary, AB, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jan 1998 — Present

President and Financial Planner Cfp @Lee-Owe Macleod Wealth Management Inc

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Calgary, AB, CA

Kevin MacLeod, CFP is the founder and president of Money Advisor Wealth Management (formerly MoneyAdvisor.ca Financial Ltd.).Kevin MacLeod has over 23 years of financial planning experience and comes from a background in small business. Kevin and his team have helped hundreds of Alberta families grow their wealth, protect their assets and manage their risk. Contact Kevin directly at k•••••••@moneyadvisor.ca

EDUCATION

2002

Financial Planning Standards Council

Certified Financial Planner

SKILLS

UnderwritingGroup Benefit PlansRetirement PlanningDisability InsuranceCommercial InsuranceSmall BusinessEmployee BenefitsInvestmentsPensionsCritical IllnessLong Term Care InsurancePortfolio ManagementAsset AllocationMutual FundsRisk ManagementFinancial AdvisoryInvestment StrategiesWealth ManagementFinancial ServicesIncome ProtectionHealth InsuranceBrokersWealth AccumulationFinancial PlanningMortgage LendingLife InsuranceFinanceSecuritiesEstate PlanningLong-Term CareInvestment AdvisoryAsset ManagmentFixed AnnuitiesSegregated FundsRetirement SavingsFinancial PlannersInsuranceEquitiesTerm Life InsuranceRetirement

ABOUT KEVIN MACLEOD

I am one of the founders and partners at Lee-Owe MacLeod Wealth Management Inc. With over 23 years of financial planning experience and a background in small business, I have helped hundreds of Alberta families grown their wealth, protect their assets and manage their risk.

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