Morris MacLeod, MBA
Fractional CFO and fee-for-service planner, based in Halifax. Ten years in banking, including commercial banking, now working directly for owner-managed businesses and the families behind them.
Banking experience, working for the owner
Morris spent ten years in banking, including commercial banking, and worked as an investment advisor with a bank-owned brokerage. He holds an MBA in Finance from Saint Mary's University.
Strategos Group puts that experience to work for owner-managed businesses in two ways: fractional CFO work for the business, and fee-for-service financial planning for the owner. We're paid for advice only. We don't sell investments, insurance or any other product.
He grew up near Baddeck in Cape Breton and is based in Halifax.
Blackwood Family Enterprise Services
Succession, governance and next-generation planning for family businesses. Strategos clients with family-enterprise questions get a direct introduction.
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