Jonathan Macleod, B. Comm., Cfa®

Jonathan Macleod, B. Comm., Cfa® Email and Phone Number

Board Member, Management Employees Pension Plan @ Management Employees Pension Plan
Canada
Jonathan Macleod, B. Comm., Cfa®'s Location
Canada, Canada
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

Jonathan Macleod, B. Comm., Cfa®'s Current Company Details
Management Employees Pension Plan

Management Employees Pension Plan

View
Board Member, Management Employees Pension Plan
Canada
Website:
mepp.ca
Employees:
2
Jonathan Macleod, B. Comm., Cfa® Work Experience Details
  • Management Employees Pension Plan
    Board Member, Management Employees Pension Plan
    Management Employees Pension Plan
    Canada
    View
  • Richardson Wealth
    Portfolio Manager & Branch Manager At Richardson Wealth
    Richardson Wealth Dec 2021 - Present
    Edmonton, Alberta, Canada
    View
  • Richardson Wealth
    Director, Wealth Management, Portfolio Manager, Investment Advisor, Branch Manager
    Richardson Wealth Oct 2018 - Dec 2021
    Edmonton, Alberta, Canada
    Removing Director title to comply with the Client Focused Reforms as required by IIROC
    View
  • Richardson Gmp
    Vice President, Portfolio Manager
    Richardson Gmp May 2018 - Oct 2018
    Edmonton, Alberta
    View
  • Richardson Gmp
    Portfolio Manager
    Richardson Gmp Dec 2009 - May 2018
    View
  • Richardson Partners Financial Ltd.
    Portfolio Manager
    Richardson Partners Financial Ltd. Aug 2006 - Dec 2009
    Edmonton, Canada Area
  • Richardson Partners Financial Ltd.
    Investment Advisor
    Richardson Partners Financial Ltd. May 2005 - Aug 2006
    Edmonton, Canada Area
  • Td Waterhouse Private Investment Advice
    Associate Investment Advisor
    Td Waterhouse Private Investment Advice Dec 2003 - May 2005

Jonathan Macleod, B. Comm., Cfa® Education Details

  • Cfa Institute
    Cfa Institute
    Finance, Economics, Accounting, Portfolio Management, Statistics, Ethics
  • Canadian Securities Institute
    Canadian Securities Institute
    Conduct And Practices Handbook, Derivative Fundamentals Course, Options Licensing Course
  • University Of Alberta School Of Business
    University Of Alberta School Of Business
    Finance

Frequently Asked Questions about Jonathan Macleod, B. Comm., Cfa®

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 the current company?

Jonathan Macleod, B. Comm., Cfa®'s current role is Board Member, Management Employees Pension Plan.

What schools did Jonathan Macleod, B. Comm., Cfa® attend?

Jonathan Macleod, B. Comm., Cfa® attended Cfa Institute, Canadian Securities Institute, University Of Alberta School Of Business.

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