To deliver superior service to help our clients retire with financial confidence and to protect their quality of life today for a better tomorrow.
What is the Probability of Success with your current life plan?
Is CRA a beneficiary to your estate?
How valuable would it be to you to be organized in all 7 financial areas of your life?
Born and raised in Saskatoon, I am proud to call Saskatoon my home. I grew up in Eastview and graduated from Walter Murray Collegiate in 1986. Had a chance to move to Vancouver but decided to stay in this beautiful City of Bridges.
Live by the 3 C’s: Coffee, Conversations and Connections! I enjoy meeting people, learning about their life and understanding what is important to them. One of my passions is food. Enjoy exploring all new and favorite restaurants around Saskatoon and on my travels. My favorite restaurants to visit are; Una on Broadway & an old friend, Flannigan’s Steakhouse located in one of our City’s landmarks, the Senator Hotel.
I also have a passion for music, attending many concerts over the years from AC/DC at the Commonwealth Stadium in Edmonton to Seattle to watch a favorite band, The Scorpions! Also, every year have taken in Rock the River at the Delta Bessborough Gardens. One of my favorite places to enjoy great food and music is in Maui, Fleetwood’s on Front Street in Lahaina, Hawaii! I have yet to see Mick Fleetwood but I understand he often performs, so one day I hope to see him! I do have a love hate relationship with golf, and have had the pleasure for many years to golf at Riverside Golf & Country Club.
Serving clients in Saskatchewan for more than 20 years, guiding business owners, high net worth individuals and families in obtaining clarity around their family wealth. Instrumental to this is my ability to identify areas of their estate structure that can be used to minimize probate and transition wealth smoothly to the next generation. My commitment has been to grow a Wealth Advisory business based on trust and integrity. I believe that doing the RIGHT thing for our clients is the only way to grow a successful business model. Doing what is right for our clients, has created long lasting relationships and success in managing their generational wealth.
Teamwork will help you make more informed and effective financial decisions that will allow you to feel relieved, confident, self-assured, and empowered as well as feel good about your wealth. Kim and I take great pride and joy in helping clients attain the lifestyle they are striving for, maintain that lifestyle for the rest of their life, and retain that lifestyle for generations to come.
We believe the hallmark of financial success is having a plan that is custom tailored to reflect your life’s goals beyond your finances. It is the relationship that is the basis of a solid foundation to provide clarity to your vision and creating a Financial Future Ready Plan that generates a new reality. With full disclosure and transparency of services and fees, we can assist you in your planning needs.
Our teamwork approach is based on this Principle, “An Ethical practice you can rely on.”
We believe that being ETHICAL above everything else is the Pinnacle of our Success!
Our Core Values are:
We are committed to:
I am thrilled to be a part of Leeann Chesky’s team. My dedication to my role is especially important to creating structure and processes to give an excellent client experience.
I have extensive knowledge in bookkeeping, cashflow and budgeting that helps assist the team in developing strategies for cash flow. I am blessed with a natural ability to multitask, and I am at my best in a fast-paced environment. I am my happiest when our clients recognize how hard we work for them.
Since working with Leeann, I understand her passion for helping clients and look forward to developing long lasting relationships with our clients!
I am a mother to my daughter Kiyoshi and an avid animal lover, living our best life and doing what we can to bring sunshine to everyone we meet!!