Meet our Team
After obtaining her Bachelor of Commerce (Finance) from the University of Saskatchewan in 1996, Leanne moved to Williams Lake, BC. She started her financial planning practice in 1997. She still calls Williams Lake home, where she lives with her husband and two boys.
After meeting and talking with a client about their dreams, Leanne creates a personalized plan with instructions on how to obtain their goals. For over 14 years Leanne has provided personalized, straight-forward advice to clients and families.
The personal relationship with the client and the satisfaction of helping them acheive their goals are Leanne’s favorite parts of her business.
Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.