Heather McLeod

Financial Planner CFP, BFA, RIS
IG Wealth Management

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)

I am a Responsible Investing Specialist and Advisor at IG Wealth Management. We offer holistic financial planning and a full range of services including investing, insurance and loans. We specialize in serving professionals and family-owned businesses right across Ontario. IG Wealth Management actively supports responsible investing mandates in all of its investment mandates.

Services Offered in RI
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
Minimum Account Size

$100,000+

Investor Type Dealt With

Individual

Institutional

Type of License

MFDA

Other

Provinces Licensed In
  • Ontario