Heather Mcleod, Cfp

Heather Mcleod, Cfp Email and Phone Number

Certified Financial Planner @ IG Wealth Management
Thunder Bay, ON, CA
Heather Mcleod, Cfp's Location
Thunder Bay, Ontario, Canada, Canada
Heather Mcleod, Cfp's Contact Details

Heather Mcleod, Cfp work email

Heather Mcleod, Cfp personal email

n/a

Heather Mcleod, Cfp phone numbers

About Heather Mcleod, Cfp

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.

Heather Mcleod, Cfp's Current Company Details
IG Wealth Management

Ig Wealth Management

View
Certified Financial Planner
Thunder Bay, ON, CA
Website:
investorsgroup.com
Employees:
270
Heather Mcleod, Cfp Work Experience Details
  • Ig Wealth Management
    Certified Financial Planner
    Ig Wealth Management
    Thunder Bay, On, Ca
    View
  • Ig Wealth Management
    Certified Financial Planner
    Ig Wealth Management Jan 2015 - Present
    Thunder Bay, Ontario
    Holistic financial planning: investing, insurance, tax, business, retirement & estate planning as a member of the Baldi Team with Marie Baldi, Keith Anderson & Cody Atkinson.
    View
  • Fitzhenry & Whiteside Publishing
    Author
    Fitzhenry & Whiteside Publishing Jun 2009 - Present
    Canada
    Kiss Me! (I'm a Prince). Illustrated by Brooke Kerrigan. Twenty Years on Snowshoes
  • Self-Employed
    Composer & Performer
    Self-Employed Jun 1995 - Present
    Thunder Bay, On
    Bones, Graffiti Love Song, Funny Thing, the Heather McLeod Trio, jugband jazz
  • Sun Life Financial
    Advisor
    Sun Life Financial Nov 2012 - Dec 2014
    Thunder Bay, Ontario
    View
  • Cbc Radio Thunder Bay
    Host / Journalist
    Cbc Radio Thunder Bay Sep 2002 - Aug 2014
    Thunder Bay, On
    Co-host of Voyage North until October 2009 then took lay-off, returning in casual backfill positions on occasion until August 2014.
    View
  • Head & Hands / A Deux Mains
    Intake & Referral
    Head & Hands / A Deux Mains May 1993 - Oct 1995

Heather Mcleod, Cfp Skills

Composition Public Speaking Recording Fundraising Published Author Event Planning Coaching Management Nonprofits Blogging Financial Services Grassroots Fundraising Poetry Early Childhood Literacy Journalism Financial Analysis Mortgage Planning Financial Planning Insurance Retirement Planning Small Business Support Strategic Planning Social Media Leadership Microsoft Office Writing

Heather Mcleod, Cfp Education Details

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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