Strategos Group
Morris MacLeod, MBA
MBA (Saint Mary's University); BA (Mount Saint Vincent University)
Pricing
What they charge
- Comprehensive Financial Plan $2,000-$3,500 one-time (by complexity)
- Ongoing Planning $250/hour
- complimentary discovery call
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Hourly
Client minimum
Not stated
Coverage
Nova Scotia
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Strategos Group
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Family wealth governance & continuity planning
What's included
Services
Fee-for-service comprehensive financial planning; family wealth governance; institutional strategic advisory
Work with Strategos Group
Advice-only and commission-free, MBA (Saint Mary's University); BA (Mount Saint Vincent University)
Independently listed in our fee-only directory. Last checked June 2026.
Keep comparing
More fee-only planners
A Money Maker Mindset
Lori Curtiss, MBA, CFP, CFBS
Fee model
Coverage
Virtual across Canada
Financial psychology / behavioural finance
ABZ Financial Planning
Jason Flynn, CFP
Fee model
Coverage
Virtual across Canada
DIY investors; family caregivers (RDSP, DTC, Henson Trust); RCMP members
Alaphia Financial Wellness
Natasha Knox, CFP, TEP, FBS
Fee model
Coverage
Virtual across Canada
Financial therapy; sudden wealth; purpose-driven millennials/GenX