A Portfolio that Grows with You • A Friendship that Grows with Us!

© 2018 Leeland Financial Group Ltd.

Financial Strategies & Concepts

At Leeland Financial Group Ltd. we believe in creating a complete financial plan to help you reach your financial goals both personally and for your business. We can help you in the following areas:

BANKING

  • Guaranteed Investment Certificates

  • Short Term Guaranteed Investment Certificates 

  • High Interest Accounts

  • Leverage Loans (Not available for Mutual Funds) 

  • RRSP Loans 

  • Lines of Credit 

  • Insurance Protection

  • IRP Line of Credit


INSURANCE***

  • Life Insurance

  • Disability Insurance 

  • Critical Illness Insurance 

  • Living Care Benefits 

  • Group Benefit Packages 

  • Health & Dental Coverage 

  • Travel Insurance BUY NOW

INVESTMENTS

  • Segregated Funds* 

  • Guaranteed Investment Funds 

  • Guaranteed Interest Contract 

  • Term Deposits (Cashable GICs) 

  • Annuities 

  • Mutual Funds**


STRATEGIES

  • In-Trust Investments 

  • Estate Conservation and Protection 

  • Non-Registered Investments 

  • Registered Retirement Savings Plans (RRSPs) 

  • RRIF, LIF, LRIF, PRIF 

  • Leveraging (Not available for Mutual Funds)

  • Registered Education Plans (RESPs) 

  • Insured Retirement Portfolios 

  • Estate Bonds 

  • Tax Advantaged Investments 

  • Corporate Class Funds

Leeland Financial Group Ltd. and Richard Y. Lee are duly licensed to represent these products in the province of Alberta ONLY. 
British Columbia, Saskatchewan and Ontario are represented by Richard Y. Lee ONLY.

*Segregated funds products are offered through multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
**Mutual funds products are offered through trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
*** Insurance products are provided through multiple insurance carriers.