Our Team

Lee Ann Weigold excels at creating and implementing financial planning strategies that work. With more than 12 years in financial services, Lee has seen the best and the worst of programs and products and knows how to design a personal strategy that will protect your savings from the vagaries of the markets, excessive taxation and other unpredictable risk factors.

Lee has completed her Canadian Securities Course and is a Life & Health Insurance Underwriter. She has formed a working group of highly regarded, trustworthy professionals who make it possible for our team to offer exemplary, investment, tax and estate planning services. Our business continues to grow by word of mouth, thanks to our commitment to our clients lifestyle needs.