Morris MacLeod
Strategos Group · Halifax, Nova Scotia, Canada
Morris MacLeod is a fee-only financial advisor at Strategos Group in Halifax, Nova Scotia, Canada, who holds the MBA credential. Morris charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from C$48,000 a year and one-time plans from C$2,500) and focuses on founders (pre-exit), small business owners and retirement planning.
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Specialties
Who they serve
- Founders
Facts
| Firm | Strategos Group |
|---|---|
| Based in | Halifax, Nova Scotia, Canada |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from C$48,000 a year · One-time plans from C$2,500 · C$400 an hour |
| Accepting new clients | Yes |
| Credentials | MBA |
| Website | www.strategosgroup.ca |
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Questions about Morris
Is Morris MacLeod a fee-only financial advisor?
Yes. Morris MacLeod is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Morris charge for financial advice?
Morris charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Morris charge?
According to Strategos Group's website, checked October 28, 2026: ongoing planning from C$48,000 a year; one-time plans from C$2,500; C$400 an hour.
Where is Morris MacLeod based?
Morris MacLeod is based in Halifax, Nova Scotia, Canada.
What does Morris specialize in?
Morris's specialties include founders (pre-exit), small business owners, retirement planning, tax planning and estate & legacy planning. Morris works with founders.
What credentials does Morris MacLeod hold?
Morris MacLeod holds the MBA credential.
How do I contact Morris MacLeod?
Through Morris's website, www.strategosgroup.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Strategos Group website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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