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Konnor McLeod

TEAM LEAD, CLIENT TRANSITIONS

Konnor is a key team member working closely with Portfolio Managers and Advisors. He ensures a streamlined process for an efficient and effective management system for Bellwether’s client assets. Konnor takes a hands-on approach to working with and transitioning Bellwether Advisors, and further assists with training and strategy implementation. 

Having this front-line approach allows Konnor to contribute to the development of new processes and automations creating a better experience for both Bellwether clients and Advisors. 

CONNECT

  • konnor.mcleod@bellvest.ca
  • 905.337.2227 Ext. 217

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