Keith Macleod Email & Phone Number

Halifax Regional Municipality, Ns, Ca

Halifax, Nova Scotia, Canada

Empowering affluent individuals, entrepreneurs and families with total wealth planning and a comprehensive range of advisory, investment, and wealth solutions, Scotia McLeod is part of the Scotia Wealth Management and Scotiabank (≈$1.1 trillion in assets, TSX: BNS, NYSE: BNS) and a member of the Canadian Investor Protection Fund and CIRO (formerly IIROC).● Providing and supporting investment assessment, advisory, and personalized financial planning solutions to high-net-worth clients with an emphasis on achieving their financial goals, earning their loyalty, and setting benchmarks for service; ● Preparing customized financial plans and executing across a comprehensive wealth management package that includes retirement, insurance, estate plans, philanthropy, education, and tax; ● Collaborating with senior wealth advisors in portfolio management, research, assessment of risk tolerance, execution of trades and transactions, financial projections, portfolio analyses, monitoring client holdings, and creating new investment portfolios; ● Educating clients on investment strategies, associated risks, performance expectations, tax implications, and legal considerations.

Halifax, Nova Scotia, Canada

Owens MacFadyen Group (OMG) is an independent wealth management firm with offices in Halifax, Toronto, Moncton, and Saint John.● Started in a financial planning capacity to further strengthen knowledge of tax planning strategies before transitioning to a client-facing role collaborating with senior wealth advisors and supporting investment and portfolio management, financial planning, and tax solutions for 100+ high-net-worth clients in Halifax; ● Led client communications and relation management; ● Managed execution of discretionary investment accounts; ● Placed trades, prepared financial projections, and conducted portfolio analyses; ● Analyzed securities to identify opportunities for investment or divestment in line with client financial goals, objectives, and risk tolerance levels.

Halifax, Nova Scotia, Canada

Castle Hall is the investment industry's largest dedicated due diligence provider and works with more than 100 clients to conduct institutional quality due diligence across more than 5,000 funds and all asset classes.● Led operational due diligence across alternative investment assets including hedge funds, fund of funds, and separately managed accounts; ● Authored technical reports on the operational infrastructure of fund managers, including highlighting application of best practices and strengths/weaknesses to identify opportunities and risk factors; ● Reviewed, audited, analyzed, and verified key fund documents (e.g., prospectus, financial statements, offering memorandums, contracts, compliance documentation, etc.) and management company data; ● Documented ongoing changes in funds and fund management companies; ● Communicated with clients to relay due diligence findings and proactively support client investment decision making processes.

Halifax, Canada Area

Citco is the world's largest hedge fund administrator and manages more than $1 trillion in assets under administration.● Collaborated in the administration of hedge funds and the preparation of trade, position, and cash reconciliations to ensure integrity and alignment with client service-level agreements and diverse reporting requirements; ● Assisted in the development and onboarding of new team members, including leading training on internal policies, processes, and systems; ● Performed daily reconciliation of client trading activity across diverse financial products.