MEET OUR TEAM
Please contact our office for information on financial markets, taxes, investments, life insurance, critical illness and disability insurance.
Richard Y. Lee
Richard has been in the financial industry since 1968. Coupled with years of experience, use of the latest technology available and a keen instinct for business, Richard is leading his family based company into the 21st Century with favourable results. Responding to the clients' needs is the key practice that sets Leeland Financial Group Ltd. apart from the rest. Richard insists that a strong focus on the clients' needs is even more important today than it was
40 years ago.
40 years ago.
Rita L. Lee
Mutual Funds Advisor and Married to Richard for over 45 years, Rita has been working with Leeland Financial Group Ltd. since 1986. Responsible for the company's accounting, she balances the books while tipping the scale for success.
Elaine Wetherup
Elaine holds the position of Office and Marketing Assistant. She has over 15 years of client service experience and is responsible for overseeing the investment processing for the company. In addition she is responsible for all training at Leeland Financial Group Ltd.
Kalpana (Ana) Upadhyay
Ana has been an Administrative/Financial Assistant at Leeland Financial Group Ltd. since July 2011. Her background in accounting and payroll administration along with PC server system designing bring added value to the Leeland team. A seasoned traveller, She also holds a Bachelor's degree in Sociology.
