Steven McLeod Email & Phone Number
Tax and UHNW Sales Specialist @ Stalwart Insurance Group
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Steven McLeod Location
- Oakville, ON, CA
Steven McLeod Work
- Tax and UHNW Sales Specialist @ (November 2023 - Present)
- Director, Advanced Sales @ (October 2015 - November 2023)
- Tax and Estate Planning Consultant @ (March 2010 - October 2015)
Steven McLeod Education
- University of Ottawa
Bachelor of Laws - LLB (Law)
2000-2003 - University of Alberta
Bachelor of Arts - BA (Political Science and Government)
1996-2000
Steven McLeod Skills
- Critical Illness
- Disability Insurance
- Estate Planning
- Financial Advisory
- Financial Planning
- Fixed Annuities
- Insurance
- Investments
- Pensions
- Retirement
- Retirement Planning
- Tax
- Term Life Insurance
- Wealth Management
Steven McLeod Summary
- Steven McLeod, based in Oakville, ON, CA, is currently a Tax and UHNW Sales Specialist at Stalwart Insurance Group. Steven McLeod brings experience from previous roles at Canada Life. Steven McLeod holds a 2000 - 2003 Bachelor of Laws - LLB in Law @ University of Ottawa. With a robust skill set that includes Critical Illness, Disability Insurance, Estate Planning, Financial Advisory, Financial Planning and more. Steven McLeod has 1 emails and 1 mobile phone numbers on RocketReach.
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