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

© 2018 Leeland Financial Group Ltd.

Why Leeland Financial Group?

Financial advisors can often look similar.  Reviewing our points of differentiation will give you the understanding of just how our process will give you the greatest chance of success. Here's what you get at Leeland Financial Group Ltd:

  • A Personalized Comprehensive Financial Plan based on your goals, retirement dates and investment returns updated annually

  • An Investment Policy Statement reflecting your risk and fund profile

  • An Engagement Disclosure document describing the expectations for both parties

  • Anytime all-access reviews of all your investments and Life Insurance 24/7 from the Leeland Financial Group Ltd. website

  • Friendly and efficient staff to answer questions and concerns

  • The security of knowing that we're totally independent and accountable in our decision

  • We DO NOT charge commission on Mutual Fund services!

A Portfolio that Grows with You • We Grow with You Too!

Code of Ethics

Members of the Million Dollar Round Table should be ever mindful that complete compliance with and observance of the Code of Ethics of the Million Dollar Round Table shall serve to promote the highest quality standards of membership.  These standards will be beneficial to the public and the insurance and financial services profession.  Therefore, members shall:

ALWAYS PLACE   

- the best interest of their clients above their own direct or indirect interests.

MAINTAIN             

- the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.

HOLD 

- in the strictest confidence and consider as privileged, all business and personal information pertaining to their client's affairs.

MAKE

- full and adequate disclosure of all facts necessary to enable their client's to make informed decisions.

MAINTAIN

- personal conduct which will reflect favorably on the insurance and financial services profession and the Million Dollar Round Table.

DETERMINE

- that any replacement of an insurance or financial product must be beneficial for the client.

ABIDE

- by and conform to all provisions of the laws and regulations in the jurisdictions in which they do business.

Million Dollar Round Table

325 West Touhy Ave, Park Ridge, IL 60068 USA

Phone: +1 847.692.6378  Fax: +1 847.518.8921  Website: www.mdrt.org

"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." - Richard Y. Lee