The Leeming team consists of Laurie Leeming, CFP, CPCA with 25 years of holistic financial planning experience and Vince Merry, CFP, CLU, RRC with 25 years of financial services experience. They are supported by 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 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 clients’ children, so that they also have sound financial plans.
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