AeroLeads people directory · profile
Jonathan Macleod, B. Comm., Cfa® Email & Phone Number
Board Member, Management Employees Pension Plan
at
Management Employees Pension Plan
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Board Member, Management Employees Pension Plan
Location
Canada
Company size
Who is Jonathan Macleod, B. Comm., Cfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Macleod, B. Comm., Cfa® is listed as Board Member, Management Employees Pension Plan at Management Employees Pension Plan, a with 2 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Jonathan Macleod, B. Comm., Cfa®.
Jonathan Macleod, B. Comm., Cfa® previously worked as Portfolio Manager & Branch Manager at Richardson Wealth at Richardson Wealth and Director, Wealth Management, Portfolio Manager, Investment Advisor, Branch manager at Richardson Wealth. Jonathan Macleod, B. Comm., Cfa® holds Chartered Financial Analyst, Finance, Economics, Accounting, Portfolio Management, Statistics, Ethics from Cfa Institute.
Company email context
Email format at Management Employees Pension Plan
This section adds company-level context without repeating Jonathan Macleod, B. Comm., Cfa®'s masked contact details.
Management Employees Pension Plan
Review company-level records connected to Jonathan Macleod, B. Comm., Cfa® before choosing the right outreach path.
Profile bio
About Jonathan Macleod, B. Comm., Cfa®
Individuals and families hire us to manage their personal and corporate investments and to simplify their lives. We focus on protection of capital and growth of capital with an emphasis on avoiding undue risk. Our primary goals are to help our clients attain financial comfort in retirement and/or manage enduring assets.We also implement advanced financial planning to maximize tax efficiency and facilitate intergenerational wealth transfer.Specialties: Discretionary portfolio management, wealth and estate planning, stocks, bonds, company analysis
Current workplace
Jonathan Macleod, B. Comm., Cfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Management Employees Pension Plan
8 roles
Jonathan Macleod, B. Comm., Cfa® work experience
A career timeline built from the work history available for this profile.
Portfolio Manager & Branch Manager At Richardson Wealth
Current
Dec 2021 - Present
Director, Wealth Management, Portfolio Manager, Investment Advisor, Branch Manager
Removing Director title to comply with the Client Focused Reforms as required by IIROC
Oct 2018 - Dec 2021
Vice President, Portfolio Manager
May 2018 - Oct 2018
Portfolio Manager
Dec 2009 - May 2018
Portfolio Manager
Richardson Partners Financial Ltd.
Aug 2006 - Dec 2009
Investment Advisor
Richardson Partners Financial Ltd.
May 2005 - Aug 2006
Associate Investment Advisor
Td Waterhouse Private Investment Advice
Dec 2003 - May 2005
3 education records
Jonathan Macleod, B. Comm., Cfa® education
Chartered Financial Analyst, Finance, Economics, Accounting, Portfolio Management, Statistics, Ethics
Cfa Institute
Canadian Securities Course, Conduct And Practices Handbook, Derivative Fundamentals Course, Options Licensing Course
Canadian Securities Institute
Bachelor Of Commerce (With Distinction), Finance
University Of Alberta School Of Business
FAQ
Frequently asked questions about Jonathan Macleod, B. Comm., Cfa®
Quick answers generated from the profile data available on this page.
What company does Jonathan Macleod, B. Comm., Cfa® work for?
Jonathan Macleod, B. Comm., Cfa® works for Management Employees Pension Plan.
What is Jonathan Macleod, B. Comm., Cfa®'s role at Management Employees Pension Plan?
Jonathan Macleod, B. Comm., Cfa® is listed as Board Member, Management Employees Pension Plan at Management Employees Pension Plan.
Where is Jonathan Macleod, B. Comm., Cfa® based?
Jonathan Macleod, B. Comm., Cfa® is based in Canada while working with Management Employees Pension Plan.
What companies has Jonathan Macleod, B. Comm., Cfa® worked for?
Jonathan Macleod, B. Comm., Cfa® has worked for Management Employees Pension Plan, Richardson Wealth, Richardson Gmp, Richardson Partners Financial Ltd., and Td Waterhouse Private Investment Advice.
How can I contact Jonathan Macleod, B. Comm., Cfa®?
You can use AeroLeads to view verified contact signals for Jonathan Macleod, B. Comm., Cfa® at Management Employees Pension Plan, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Macleod, B. Comm., Cfa® attend?
Jonathan Macleod, B. Comm., Cfa® holds Chartered Financial Analyst, Finance, Economics, Accounting, Portfolio Management, Statistics, Ethics from Cfa Institute.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial