McLeod Mooney

Finance · Canada · 1-10 Employees

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Overview

Headquarters

11950 80 Ave 101, Delta, British Columbi...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About McLeod Mooney

McLeod Mooney Financial Planning is a locally owned financial planning firm specializing in the management of Group RRSPs and Pension Plans by Certified Financial Planners. They serve clients in British Columbia, Alberta, and Ontario, providing guidance to plan sponsors and financial advice to pension plan and Group RRSP members. The company is committed to delivering high-quality service and financial advice throughout all stages of life, built on a foundation of honesty, integrity, and family values. McLeod Mooney aims to foster partnerships with clients while contributing to the communities they serve.Explore more
McLeod Mooney's Social MediaPopular SearchesMcLeod MooneySIC Code 62,628NAICS Code 52,523Show more

McLeod Mooney Org Chart

PhoneEmail
NM
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Certified Financial Planner & Professional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McLeod Mooney

<$5M
1-10
Private
-
-
NM
Nathan McLeodCertified Financial Planner & Professional
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1992
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1991
RY
Robert YoungCertified Financial Planner
<$5M
1-10
Private
-
1972
BH
Brian HouleFinancial Controller
<$5M
1-10
Private
-
2000
CH
Cheryl HolubOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McLeod Mooney is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McLeod Mooney is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McLeod Mooney.

McLeod Mooney Tech Stack

A closer look at the technologies used by McLeod Mooney

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Frequently Asked Questions Regarding McLeod Mooney

What is McLeod Mooney's official website?
McLeod Mooney's official website is www.mcleodmooney.com
What is McLeod Mooney's Revenue?
McLeod Mooney's revenue is <$5 Million
What is McLeod Mooney's SIC code?
McLeod Mooney's SIC: 62,628
What is McLeod Mooney's NAICS code?
McLeod Mooney's NAICS: 52,523
How many employees does McLeod Mooney have?
McLeod Mooney has 1-10 employees
What industry does McLeod Mooney belong to?
McLeod Mooney is in the industry of: Finance, Securities Trading
What is McLeod Mooney competition?
McLeod Mooney top competitors include: Calgary Financial Planner, McAuley Financial Services, Buchholtz Financial Services, Young Financial Group
What technology does McLeod Mooney use?
Some of the popular technologies that McLeod Mooney uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
What does McLeod Mooney do?

McLeod Mooney Financial Planning is a locally owned financial planning firm specializing in the management of Group RRSPs and Pension Plans by Certified Financial Planners. They serve clients in British Columbia, Alberta, and Ontario, providing guidance to plan sponsors and financial advice to pension plan and Group RRSP members. The company is com... mitted to delivering high-quality service and financial advice throughout all stages of life, built on a foundation of honesty, integrity, and family values. McLeod Mooney aims to foster partnerships with clients while contributing to the communities they serve.Read More

What are McLeod Mooney social media links?
McLeod Mooney Linkedin page
Is McLeod Mooney a public company?
McLeod Mooney is private company therefore does not currently have an official ticker symbol
See more information about McLeod Mooney

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