Kevin MacLeod has been a certified financial planner (CFP) in good standing since 2002. He is a Partner with Lee-Owe MacLeod Wealth Management Inc in Calgary, a full service, boutique Retirement and Financial Planning firm that manages in excess of 250 million dollars. Kevin and his team have helped thousands of individuals and businesses manage their wealth, plan for retirement, and protect themselves and their families with proper insurance planning.
Kevin’s expertise is helping families and business owners visualize their future with goal based planning. By simplifying the complex and helping implement appropriate solutions, he supports the financial goals and desires of his clients.
With a staff of advisors, which are either CFP holders or students, Lee-Owe MacLeod is one of Canada’s largest independent financial planning firms.