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Patrick Leonard
Lisa Garnett

Tel: 780-945-2651
Toll Free: 1800-661-7423
Fax: 780-945-2653

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Other Locations

Suite 800 Manulife Place
10180 -101 Street
Edmonton , Alberta
T5J3S4

My strategy

I create lifelong relationships with my clients by engaging them to define financial success. I rely on financial expertise and industry leading innovation to provide a goal driven financial plan.

The bottom-up approach

In order to design a portfolio that is right for you I begin with examining a your family tree, investments, savings strategy, risk tolerance, asset allocation, net worth, budget, lifestyle, estate planning and insurance needs.

The top-down approach

To be able to providing the highest level of ongoing service starts with you, your family and your business. It cascades into an action plan that outlines the systems that provide Scheduled Reviews, Portfolio Monitoring Tools, and Personalized Support.