WHY LEELAND?
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.
Here's what you get at Leeland Financial Group Ltd.
- A personalized comprehensive Financial Plan. This is based on your goals, your retirement dates and your investment returns updated annually.
- An Investment Policy Statement reflecting your Risk and Fund Profile.
- An Engagement Disclosure Document describing the expectations for both parties during our tenure.
- You can view all your investments and Life Insurance 24/7 from the Leeland Financial Group Ltd website.
- Friendly staff promptly return phone calls.
- The security of knowing that we're totally independent in our decisions.
- In fact, you will never write a cheque to Leeland Financial, only to your investment supplier. Your money is always in good hands.
