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 my 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
