Leeann Chesky 

Leeann Chesky is very proud to be affiliated with one of the most reputable firms in the financial services industry. Manulife Securities Incorporated, a division of Manulife Financial; a corporation with 125 years of existence. 

Leeann Chesky caters to creating wealth through investment planning but also has the ability to encompass a full service approach as to ensure the risks to your financial future are protected. As an Independent Insurance advisor in Saskatoon, she utilizes a wide range of insurance carriers to customize the need to insure her client's assets and estate needs. 

 

 

 

 

Mission Statement

To maximize her abilites to deliver superior service through a well thought out blueprint of her client's future that encompasses WEALTH accumulation, WEALTH protection and WEALTH transfer.

 

Vision Statement:

Leeann believes in creating a vision with realistic goals to ensure success for her clients financial well being. Long term planning focussing on risk management to manage client emotions when it comes to investing so that they can live their retirement on their terms.

Patience + Discipline = Success

Investment Process:

Understanding her clients appetite for risk, explaining the risk/reward relationship to develop an investment strategy that matches her clients goals, timeframe and investment objectives. She has taken a proactive approach to disclosure of fees, commission etc. that identifies her value to her clients. Her success as a Financial Advisor has been dependant on the success of her clients.

Insurance:

Her encompassing holistic approach to insuring the risk to her clients financial future enables her to identify all the risks that life can present. Her clients are aware of the "What ifs" and can plan accordingly. Whether corporate or personal, customized solutions are designed to minimize potential financial risk in life, disability and critical illness. She works with business owners to assist them with solutions to minimize taxes on there retirement income and ensures a tax free wealth transfer.

Banking:

Debt Management, an integral part in assisting clients to understand what is means to have their money working as hard as it can for them. Manulife Bank offers a number of different solutions for personal and business needs.

 

Banking products and services are offered through referral. 

Manulife Securities

At Manulife Securities, we believe there is no better way to serve the needs of Canadian investors than by providing access to independent, unbiased financial advice. Through a network of almost 1,300 advisors located in communities from coast to coast, we can offer an array of solutions and a comprehensive suite of financial products and services to help you invest for your future.

Manulife Securities has $34.4 billion in assets under administration (as of January 31, 2017) and is a wholly-owned subsidiary of Manulife Financial – a leading Canada-based financial services group with principal operations in Asia, Canada and the United States.

For more information on Manulife Securities, click here.

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