Ian D MacLeod

Ian D MacLeod

Financial Advisor / Financial Consultant

Followers of Ian D MacLeod253 followers
location of Ian D MacLeodOakville, Ontario, Canada

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  • Timeline

  • About me

    IFRS 17 Senior Project Manager at Canada Life

  • Education

    • Project Management Institute (PMI®)

      2012 - 2012
      Certified Associate in Project Management
    • Glenforest Secondary

      1979 - 1982
      High/ Higher School Certificates, Honours Science & Maths Grade 13
    • University of Toronto at Mississauga - Erindale College

      1983 - 1986
      BA Logic & Mathematics

      Activities and Societies: Writer and Production Manager of Medium II - The Erindale College Newspaper

  • Experience

    • Prudential Assurance

      Jan 1994 - Jan 1996
      Financial Advisor / Financial Consultant

      Managed and developed a portfolio of clients, regularly evaluating client requirements and completing sales.

    • Reliance (Africa) Ltd (Kenya, Insurance & Investment Brokerage)

      Jan 1997 - Jan 2001
      General Manager

      • Started as an advisor, rose to training and administration manager for East Africa.• Responsible for sales management, administration management and supplier liaison. • On-going staff training on product ranges and changing regulation / legislation.• Managed a client portfolio (sales & servicing) and covered absent consultants.

    • CRB Africa Group (now part of Transunion)

      Jan 2002 - Jan 2008
      Regional Manager, Southern Africa

      • Launched green-site country offices Zambia and Botswana (50+ staff).• Credit Information sharing for the Bankers Association of Botswana• Developed Botswana operation to 45 staff and approximately R30M pa turnover• Revenue enhancement project for the Ugandan National Social Security Fund. • Microfinance Information Sharing to SUFFICE, an EU development agency.• MTN Uganda collection programme.

    • Communications @ 29 Degrees South

      Jan 2009 - Dec 2016
      Senior Project Management Consultant

      Liberty Life:Management of multiple workstreams as part of a larger project team to ensure delivery while maintaining budgets and QA. Progress reporting to Programme Steerco –Sole Programme manager as the programme moves into the closure phase focusing on final quality check and compliance review for sign-off and handover to business. Development and management of multiple workstreams to ensure delivery of a coherent and comprehensive Recovery Plan. Designed and managed a programme to assess impact of the introduction of a 5th tax fund in the Insurance Sector.Responsible for budget, resource procurement, reporting to Steerco and LRC, delivery within timeline, sign-off and closure documentation.Documented business area processes and information handling and conducted risk identification workshops and qualitative analysis toward developing compliance plans for the pending Protection of Personal Information (PoPI) Bill. Southmead Pty Ltd: Developed a business concept starting with the design and implementation of a market survey and progressing to in-depth operational planning & systems design. Produced the final business plan including detailed five-year financial projections for presentation to financiers.Bohwa Gaming:Developed detailed work-plans and duty schedules for all staff below director level. Assisted with the development of the strategic and operational plans with each department head and incorporated results into the company budget for approval of the Director of Operations. Show less

    • Exactitude Consulting

      Jan 2012 - Jan 2013
      Consultant (subcontractor)
    • Liberty Life

      Mar 2016 - Nov 2021
      Programme Manager

      • Programmes include overall responsibility for IFRS 17 from inception, SAM final closure.• Engaged to assist with EPMO redesign, focusing on Regulatory Portfolio management.

    • Canada Life

      Dec 2021 - now
      Program Manager
  • Licenses & Certifications

    • Certified Associate in Project Management / Member

      Institute of Project Management