Jeremy McLeod CFP, RRC - IG Wealth Management

Jeremy McLeod CFP, RRC - IG Wealth Management Jeremy is a recognized and trusted CERTIFIED FINANCIAL PLANNER professional and has been practicing since 2007.

He leads the McLeod team at IG Wealth Management and specializes in high net worth investing, tax & insurance planning and estate preservation. At the McLeod Team, our 4 member Fredericton team has over 100 years of combined experience. I, Jeremy joined IG Wealth Management in 2007, am native of Fredericton and am married with 3 children. As a Professional Certified Financial Planner, along with m

y Team, we impact the direction of our client's lives by empowering them to make good financial choices so they can realize their lifelong dreams. Specifically, we design and manage custom financial plans for affluent individuals and families. We put the focus on your goals, tailor them with efficient solutions and then synchronize them within your IG Living Plan. Although our strategies can be complex, the way we explain them is not. In a nutshell, we are “One stop shopping, but not all at one shop.”

We bring order to your financial life and are committed to maintaining a small client base in order to continue to deliver on our mission...Better planning, Better value, Better experience. Our Core Business: Customized Estate Plans, written Financial Plans, Retirement Planning, Tax Planning, Portfolio Construction

Are you a Procrastinator?
08/26/2026

Are you a Procrastinator?

Procrastination doesn’t just steal time—it can take a real toll on earnings, health, and mental well-being. From the Economist: Thwarting the thief of time

Interesting...
08/24/2026

Interesting...

When everything feels urgent, the hardest part isn’t doing more—it’s knowing what to focus on.

Awareness is Key...
08/23/2026

Awareness is Key...

Four ways sophisticated swindlers are duping Canadians – and what you can do to protect yourself.

Great Ideas...
08/21/2026

Great Ideas...

Costs can quickly add up on an overseas vacation, from lavish meals to airfares and accommodation, but staying connected can sometimes be the biggest source of bill shock for travellers when they arrive home.

What's your definition of Happiness in Retirement?
08/16/2026

What's your definition of Happiness in Retirement?

Happiness in retirement often hinges on a retiree finding purpose, being flexible and enjoying relationships.

Let's Talk About This...
08/14/2026

Let's Talk About This...

Retiring soon? Congratulations. It's a good time to take some risk out of your portfolio.

Have you had 'THE' conversation yet?
08/12/2026

Have you had 'THE' conversation yet?

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

And Ice-Cream... Don't forget about Ice-Cream
07/24/2026

And Ice-Cream... Don't forget about Ice-Cream

Perhaps having some bills tucked away for emergencies, offbeat expenses and draconian budgeting isn’t a bad idea.

What does the life "You" actually want look like... Let's Have the Conversation
07/20/2026

What does the life "You" actually want look like... Let's Have the Conversation

Whether your dream is taking a sabbatical, a new kitchen, or a career change, specific goals create specific action.

Open Communication is the Key... Let us join you in having that Conversation
07/18/2026

Open Communication is the Key... Let us join you in having that Conversation

Building wealth as a couple takes more than smart investing. Here's why open communication about money is essential for long-term financial success.

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1133 Regent Street Suite 405
Fredericton, NB
E3B3Z2

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