Making Retirement Simple

Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Jeff Leifso

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

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The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.

Learn how we can help!
 
  • The Leifso team provided a very professional Financial Retirement Planning Presentation for the staff at Telesat. Jeff was extremely knowledgeable and engaging. The material was excellent, easy to understand and practical.

    – Robin Hill, Telesat
 
 
  • The Leifso team provided a very professional Financial Retirement Planning Presentation for the staff at Telesat. Jeff was extremely knowledgeable and engaging. The material was excellent, easy to understand and practical.

    – Robin Hill, Telesat