Lachlan McLeod Email
Interim Chief Executive Officer @ Lifeist Wellness
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Lachlan McLeod Location
- North Vancouver, BC, CA
Lachlan McLeod Work
- 2026 -now Interim Chief Executive Officer @
- 2025 -now Chief Financial Officer @
- 2023 -now Founder @
- 2024 -now Corporate Secretary @
- 2024 -now Chief Financial Officer @
- 2024 -2024 Interim Chief Executive Officer @
- 2024 -2024 Corporate Secretary @
- 2023 -2024 Chief Financial Officer @
- 2021 -2023 Chief Financial Officer @
- 2018 -2023 Accounting Manager @ Fehr & Associates Chartered Professional Accountants
- 2020 -2022 Chief Financial Officer @
- 2014 -2018 Senior Accountant @
- 2011 -2014 Investment and Life Insurance Advisor @
Lachlan McLeod Education
- Chartered Professional Accountants of Canada (CPA Canada)
CPA (Accounting and Business/Management)
2014-2018 - UBC Sauder School of Business
Diploma in Accounting Program (Accounting)
2013-2014 - Canadian Securities Institute
Canadian Securities Course (Investments and Securities)
2010-2011 - University of Victoria
BSc (Economics, Business)
2005-2010
Lachlan McLeod Skills
- Segregated Funds
- Term Life Insurance
- Economics
- Retirement Income Strategies
- Retirement Planning
- Investments
- Life Insurance
- Strategic Financial Planning
- Financial Advisory
- Wealth Management
- Retirement
- Estate Planning
- Financial Planning
- Tax
- Team Leadership
Lachlan McLeod Summary
- Lachlan McLeod, based in North Vancouver, BC, CA, is currently a Interim Chief Executive Officer at Lifeist Wellness. Lachlan McLeod brings experience from previous roles at Lifeist Wellness, Stornoway Consulting Corp. and Digital Commodities. Lachlan McLeod holds a 2014 - 2018 CPA in Accounting and Business/Management @ Chartered Professional Accountants of Canada (CPA Canada). With a robust skill set that includes Segregated Funds, Term Life Insurance, Economics, Retirement Income Strategies, Retirement Planning and more. Lachlan McLeod has 1 emails on RocketReach.
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