Heather Mcleod, Cfp Email and Phone Number
Heather Mcleod, Cfp work email
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Heather Mcleod, Cfp personal email
Heather Mcleod, Cfp phone numbers
My path to being a Financial Planner was not direct but I love where I'm at and what I do. I help my clients weigh their options and make decisions that work for them. You can only spend a dollar once: investing, insuring, saving, spending, borrowing or paying down debt - what's best to do now & how so you'll never regret your choice? It's a puzzle I love to analyze. And I love how personal the right answer is - numbers come into it but its not about math - its about dreams, values and relationships. That's my bread & butter. The main course is when life throws curveballs like death, disability or a change in career. I and my colleagues on the Baldi Team stand ready to catch the curveballs and get our clients safely home. It's such a satisfying job that sometimes my family has a hard time peeling me away from my desk to do my fair share of chores. And my fitbit has to remind me to stand up and uncurl from that thinker's pose.
Ig Wealth Management
View- Website:
- investorsgroup.com
- Employees:
- 270
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Certified Financial PlannerIg Wealth ManagementThunder Bay, On, Ca -
Certified Financial PlannerIg Wealth Management Jan 2015 - PresentThunder Bay, OntarioHolistic financial planning: investing, insurance, tax, business, retirement & estate planning as a member of the Baldi Team with Marie Baldi, Keith Anderson & Cody Atkinson. -
AuthorFitzhenry & Whiteside Publishing Jun 2009 - PresentCanadaKiss Me! (I'm a Prince). Illustrated by Brooke Kerrigan. Twenty Years on Snowshoes
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Composer & PerformerSelf-Employed Jun 1995 - PresentThunder Bay, OnBones, Graffiti Love Song, Funny Thing, the Heather McLeod Trio, jugband jazz
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AdvisorSun Life Financial Nov 2012 - Dec 2014Thunder Bay, Ontario -
Host / JournalistCbc Radio Thunder Bay Sep 2002 - Aug 2014Thunder Bay, OnCo-host of Voyage North until October 2009 then took lay-off, returning in casual backfill positions on occasion until August 2014. -
Intake & ReferralHead & Hands / A Deux Mains May 1993 - Oct 1995
Heather Mcleod, Cfp Skills
Heather Mcleod, Cfp Education Details
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Financial Planning Standards CouncilFinance And Financial Management Services -
Music Theory And Composition -
Humberside Collegiate Institute, Toronto, On -
Music Theory And Composition
Frequently Asked Questions about Heather Mcleod, Cfp
What company does Heather Mcleod, Cfp work for?
Heather Mcleod, Cfp works for Ig Wealth Management
What is Heather Mcleod, Cfp's role at the current company?
Heather Mcleod, Cfp's current role is Certified Financial Planner.
What is Heather Mcleod, Cfp's email address?
Heather Mcleod, Cfp's email address is he****@****oup.com
What is Heather Mcleod, Cfp's direct phone number?
Heather Mcleod, Cfp's direct phone number is +180770*****
What schools did Heather Mcleod, Cfp attend?
Heather Mcleod, Cfp attended Financial Planning Standards Council, Concordia University, Humberside Collegiate Institute, Toronto, On, Concordia University.
What are some of Heather Mcleod, Cfp's interests?
Heather Mcleod, Cfp has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Human Rights, Arts And Culture, Health.
What skills is Heather Mcleod, Cfp known for?
Heather Mcleod, Cfp has skills like Composition, Public Speaking, Recording, Fundraising, Published Author, Event Planning, Coaching, Management, Nonprofits, Blogging, Financial Services, Grassroots Fundraising.
Who are Heather Mcleod, Cfp's colleagues?
Heather Mcleod, Cfp's colleagues are B Ng, Jacinthe Mallais, Elaine Jose, Robert Middelkoop.
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