The Leeming Team consists of Laurie and Brian Leeming, CFP and CPCA each with 25 years of holistic financial planning experience. They are supported by Associate Consultant Vince Merry, CFP, CLU, RRC with 25 years of financial services experience and Erin Gullis, Administrative Associate, who has been supporting financial consultants for 17 years.
We provide comprehensive financial planning services to the retirement and pre-retirement market through regular reviews and updates of our clients’ overall financial net worth. We identify opportunities to minimize income tax, improve cash flow, protect and preserve capital from an estate planning perspective and ensure our clients’ portfolios are managed according to their personal risk profiles.
To ensure full financial planning and continuity we include and work with our clients’ children, so that they also have sound financial plans.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.