Real financial guidance to achieve your goals. You are not alone, we are here to answer your questions and be your resource.
Chad MacLeod, BBA, CFP ®
MERCATOR FINANCIAL – MANULIFE SECURITIES INVESTMENT SERVICES INC.
LIFE INSURANCE ADVISOR – MERCATOR FINANCIAL INC.
250 Central Avenue North, Suite 3
Swift Current, SK S9H 0L2
PH: (306) 778-6611 | FAX: (306) 778-7644
Chad graduated with a Bachelor of Business Administration degree from the University of Regina with a major in Finance in 2013. Chad was selected as a member to the Paul J Hill School of Business team which competed against other Universities at the annual JDC West competition. He joined the University of Regina’s investing program where he was a Fund Manager in the Financial Sector.
After graduation, Chad opened and operated his own business in Regina working for over 30 homebuilders. In 2015 Chad was enticed by Travis Cuthbert and Larry Jensen to join their financial planning team here at Mercator Financial. Chad received his Certified Financial Planning designation in 2018. He also has his Canadian securities course and life license.
Chad specializes in working with individuals and couples that are 3 to 5 years from retirement to put together a financial plan to address these pressing concerns:
- How much do I need to retire?
- Will I have enough in retirement?
- Do I have enough saved?
- What do I need to do to make sure my retirement savings are protected?
- How will taxes affect my lifestyle in retirement?
With retirees, I put together a plan that solves these problems:
- Do I have enough saved to last me my lifetime?
- What are other sources of income to supplement my retirement?
- When should I collect CPP?
- What should I do with my estate?
Chad is here to provide financial clarity for individuals that are about to retire and retirees so they can retire with financial confidence.
Chad and his wife Janelle were both born and raised in Swift Current. Janelle is a Registered Nurse at the Swift Current hospital. They have two children, Leo MacLeod, who was born September 2016 and Maddison Macleod who was born April 2020. Chad and Janelle enjoy travelling and spending time with friends and family. Chad is an active member of the community serving in the Kiwanis club of Swift Current.
CHAD’S SUPPORT STAFF
Twylla Kinch: Administrative Assistant to Chad MacLeod, Manulife Securities Investment Services Inc.
Wendy Zanidean: Client Sales Assistant to Chad MacLeod, Manulife Securities Investment Services Inc.
Michelle Ben Marzoug: Administrative Assistant to Chad MacLeod, Manulife Securities Investment Services Inc.
Mark Jensen B. Comm, CFP®: Financial Planner, Mercator Financial – Manulife Securities Investment Services Inc.