Financial Planner @ (November 2022 - December 2025)
Mortgage Specialist @ (February 2022 - October 2022)
Senior Financial Planner CIBC Imperial Service @ (February 2010 - February 2021)
Senior Financial Services Representative @ (October 2006 - February 2010)
Tax Administration @ (June 2004 - August 2005)
Lee McLeod Education
Conestoga College
CFP - Certified Financial Planner Designation and Diploma in Financial Planning
2004-2005
Conestoga College
Diploma in Business Administration
2002-2004
Lee McLeod Skills
Six Sigma
Cabling
Telecommunications
Team Leadership
Project Management
Network Design
Business Intelligence
Project Planning
Business Analysis
Networking
Telephony
Management
ERP
Wireless
Leadership
Professional Services
Unified Communications
Data Center
Outsourcing
Integration
Vendor Management
Call Centers
Cloud Computing
Solution Selling
SaaS
Product Management
VoIP
Lee McLeod Summary
Lee McLeod, based in London, ON, CA, is currently a Financial Planner and Associate Investment Advisor at RBC Dominion Securities. Lee McLeod brings experience from previous roles at RBC Royal Bank Of Canada, BMO Financial Group and CIBC. Lee McLeod holds a 2004 - 2005 CFP - Certified Financial Planner Designation and Diploma in Financial Planning @ Conestoga College. With a robust skill set that includes Six Sigma, Cabling, Telecommunications, Team Leadership, Project Management and more. Lee McLeod has 3 emails on RocketReach.
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