Contact MoneyAdvisor.ca
Kevin MacLeod, CFP, CDFA - Founder and President of MoneyAdvisor.ca
After selling his successful retail businesses in the early nineties, Kevin wanted to know how to invest the proceeds and help ensure his family was taken care of in case the unexpected happened. After much research, asking a lot of questions, and getting varying viewpoints from many companies and individuals about what would be the best fit for his situation, Kevin realized he was disappointed at the lack of consistent, professional, and ethical advice. Kevin decided he would be the best expert he was seeking. Since then, Kevin has dedicated himself to providing principled and professional financial services to the community around him. Since becoming licensed in 1998, obtaining his Certified Financial Planner (CFP) designation in 2002 and recently his Certified Divorce Financial Analyst (CDFA), education and professional development have been key to his foundation in the financial services industry. Kevin and his team have helped hundreds of Alberta families grow their wealth, protect their assets and manage their risk. Contact Kevin directly at kmacleod@moneyadvisor.ca
Vaneesa Cline, BCS
Vaneesa joined the insurance industry with a desire to assist people with their Planned Giving objectives. Her primary focus is on life, disability, and critical illness. She has 6 years of sales and marketing experience in the insurance industry and offers a thorough understanding of Mortgage/Creditor Insurance; Buy/Sell Insurance Funding; Income Protection, and other Risk Management Strategies. She has a bachelor of Communications Studies from the University of Calgary (2001) and is a fully licensed life insurance advisor. Contact Vaneesa directly at vcline@moneyadvisor.ca
Lisa Lyttle, CFP, CSA
Lisa has been helping families achieve their goals for 10 years. She is passionate about helping clients of all ages organize their financial affairs through teaching solid financial principles and helping them understand the products they own. Lisa received her Certified Financial Planner designation in 2006, and her Certified Senior Advisor in 2009. Lisa is currently working towards finishing her Bachelor of Management through Athabasca University. Contact Lisa directly at llyttle@moneyadvisor.ca
Contact us to set up an initial in person or on-line meeting with a MoneyAdvisor.ca Certified Financial Planner. There is NO OBLIGATION at this point, it is simply the opportunity for you to find out how MoneyAdvisor.ca can help you build the plan necessary to realize your financial dreams.
Please choose from the options below to contact us:
MoneyAdvisor.ca Financial Ltd.
Worldsource Financial Management
Harvest Estate Planning
7058A Farrell Road SE.
Calgary, Alberta T2H 0T2
Phone: 403-209-6306 or toll free at 877-552-1211
Fax: 888-452-1961
