Brian McLeod, B.A. CFP®

Certified Financial Planner

Born and raised in Kitsilano in Vancouver, Brian graduated from Simon Fraser University in 1984 with a degree in Communications and Economics. His experience in the financial services industry since 1986 includes extensive senior management roles and both proprietary and independent practice in financial planning. He is a Certified Financial Planner, and has in the past been a Mutual Funds Branch Manager as well. He has instructed both the Canadian Securities Course and the Certified Financial Planner programs since 1997. Also, he has written and presented his own seminars: Family Financial Planning and Women’s Financial Planning.

Presently Brian and his family have settled into their new home in South Surrey. He is pleased to have joined IPC Investment Corporation. He remains devoted to the friends and clients of his fully integrated financial planning practice.

 

Insurance products available through Brian McLeod.
 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.