ABOUT OUR COMPANY
At Leeland Financial Group Ltd. we take pride in providing top quality, professional investment advice with a very personal focus. I like to say it is that it is my job to "help people to achieve their financial goals for themselves and for their families in a timely and cost-efficient manner."
We are small enough to give personal service to every client but large enough to do it very well. As a Life Insurance Broker we deal with all major Life Insurance Companies to be able to give you competitive rates for your everyday insurance needs.
We like to meet every six months to review your progress toward accomplishing your objectives. We might ask you to come in sooner if major changes occur in the world or local economy that might affect your portfolio.
If you have any questions or concerns about your investments or taxes, please contact me at (403) 265-0235. Financial Planning is very important and we are here to help you achieve your financial goals.
We would like to have you join our "family" of satisfied clients, and I'm confident that you'll be very pleased with your decision to include us in your portfolio.
Richard Lee
Leeland Financial Group Ltd.
We are small enough to give personal service to every client but large enough to do it very well. As a Life Insurance Broker we deal with all major Life Insurance Companies to be able to give you competitive rates for your everyday insurance needs.
We like to meet every six months to review your progress toward accomplishing your objectives. We might ask you to come in sooner if major changes occur in the world or local economy that might affect your portfolio.
If you have any questions or concerns about your investments or taxes, please contact me at (403) 265-0235. Financial Planning is very important and we are here to help you achieve your financial goals.
We would like to have you join our "family" of satisfied clients, and I'm confident that you'll be very pleased with your decision to include us in your portfolio.
Richard Lee
Leeland Financial Group Ltd.
