Please complete the CAPTCHA to continue
@nbpcd.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Dave Mcleod is listed as Financial Advisor at Desjardins Financial Security Investments Inc., a company with 254 employees, based in London, Ontario, Canada. AeroLeads shows a work email signal at nbpcd.com and a matched LinkedIn profile for Dave Mcleod.
Dave Mcleod previously worked as Financial Advisor at Desjardins Financial Security Independent Network and Investment Advisor & Financial Planner at Bmo Nesbitt Burns. Dave Mcleod holds Bachelor'S Degree, Financial Studies from The University Of Western Ontario.
This section adds company-level context without repeating Dave Mcleod's masked contact details.
AeroLeads found 1 current-domain work email signal for Dave Mcleod. Compare company email patterns before reaching out.
Helping people with managing and protecting their wealth is a passion of mine. With over 25 years of experience, I help to provide business owners, professionals and families with a clear and well-organized financial plan for their future. As a Canadian Investment Manager, I help to create an overall investment portfolio and strategy designed to maximize returns while minimizing risk and taxation. My specialty is time-line planning, which structures your finances and plan to optimize your financial success.
Listed skills include Retirement Planning, Investments, Estate Planning, Portfolio Management, and 8 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
101-100 Wellington St., London, ON N6B 2K6
Canadian Investment Manager (CIM)Financial guidance for business owners, doctors, farmers, and familiesInvestment recommendations and portfolio construction*Retirement Planning - RRSP, LIRA, RIF, LIF, AnnuitiesTax minimization plans - Tax Free Savings Accounts, Investment Holding Corps, Professional Corps Registered Education Savings PlansNon-registered.
101-100 Wellington St., London, ON N6B 2K6
Canadian Investment Manager (CIM)Financial guidance for business owners, doctors, farmers, and familiesInvestment recommendations and portfolio constructionRetirement Planning - RRSP, LIRA, RIF, LIF, AnnuitiesTax minimization plans - Tax Free Savings Accounts, Investment Holding Corps, Professional Corps Life, Disability and Critical Illness.
London, Ontario, Canada
Assist health care professionals, business owners and their families with wealth accumulation, wealth preservation, income planning during retirement, reducing income taxes, and estate planning.
Provide guidance to high net worth clients to best structure their finances and investments to pay less income tax and to achieve reasonable returns on their investments while minimizing the risk of their capital.
London, Ontario
Assist Physicians with forming an effective plan for their finances, including investment advice, retirement planning, insurance protection, estate maximization and tax efficient use of their professional corporations.
London And Surrounding Areas
Design and manage investment portfolios to help people grow their wealth. Assist clients in setting up an effective and worry free estate plan.
Other employees you can reach at investdfsi.ca. View company contacts for 254 employees →
Roxanne Bureau
Colleague at Desjardins Financial Security Investments Inc.Bécancour, Quebec, Canada, Canada
View →
JH
John Hull
Colleague at Desjardins Financial Security Investments Inc.Waterloo, Ontario, Canada, Canada
View →
PK
Patrick Kennedy
Colleague at Desjardins Financial Security Investments Inc.Greater Winnipeg Metropolitan Area, Canada
View →
JL
Jeffrey L. Appotive Cfp,Clu,Chfc
Colleague at Desjardins Financial Security Investments Inc.Ottawa, Ontario, Canada, Canada
View →
JE
Jennifer Evans
Colleague at Desjardins Financial Security Investments Inc.East Gwillimbury, Ontario, Canada, Canada
View →
NM
Nathalie Maurel
Colleague at Desjardins Financial Security Investments Inc.Thetford Mines, Quebec, Canada, Canada
View →
DK
Debbie Kozai
Colleague at Desjardins Financial Security Investments Inc.Canada, Canada
View →
DR
David Rupert
Colleague at Desjardins Financial Security Investments Inc.Calgary, Alberta, Canada, Canada
View →
TM
Tim Mcgillivray, Cim Pfp Ris
Colleague at Desjardins Financial Security Investments Inc.Saskatchewan, Canada, Canada
View →
DM
Dan Matwey
Colleague at Desjardins Financial Security Investments Inc.Guelph, Ontario, Canada, Canada
View →
Financial, investment, estate, insurance and tax planning courses.
Quick answers generated from the profile data available on this page.
Dave Mcleod works for Desjardins Financial Security Investments Inc..
Dave Mcleod is listed as Financial Advisor at Desjardins Financial Security Investments Inc..
AeroLeads has found 1 work email signal at @nbpcd.com for Dave Mcleod at Desjardins Financial Security Investments Inc..
Dave Mcleod is based in London, Ontario, Canada while working with Desjardins Financial Security Investments Inc..
Dave Mcleod has worked for Desjardins Financial Security Investments Inc., Desjardins Financial Security Independent Network, Bmo Nesbitt Burns, Td Private Investment Council, and Md Financial Management.
Dave Mcleod's colleagues at Desjardins Financial Security Investments Inc. include Roxanne Bureau, John Hull, Patrick Kennedy, Jeffrey L. Appotive Cfp,Clu,Chfc, and Jennifer Evans.
You can use AeroLeads to view verified contact signals for Dave Mcleod at Desjardins Financial Security Investments Inc., including work email, phone, and LinkedIn data when available.
Dave Mcleod holds Bachelor'S Degree, Financial Studies from The University Of Western Ontario.
Dave Mcleod is listed with skills including Retirement Planning, Investments, Estate Planning, Portfolio Management, Life Insurance, Professional Corporations, Holding Companies, and Taxation Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Dave Mcleod you were looking for.
