Jeff Leisk

As a Portfolio Manager working with families and corporations, Jeff's goal is to provide clients with optimal investment strategies and detailed retirement planning. Jeff is valued as a trusted working partner to manage investment portfolios on a discretionary basis with fee-based solutions that minimize costs.

Jeff believes in a thorough process of portfolio construction and maintenance that provides his clients with personalized, realistic, and prudent advice. The focus is capital preservation with strong capital growth in a diversified, dynamic portfolio. A longer-term view allows Jeff to take advantage of short-term opportunities presented by an irrational market. His disciplined technique has taken good care of the people who have entrusted him with this important role while minimizing risk.

Jeff's team is bolstered and enriched by Associate Portfolio Manager, Tanvir Chahal, and Senior Financial Manager, Jamie Case. The later has been working with Jeff for more than two decades. As a team, they care greatly and work diligently to provide the financial peace of mind that their clients deserve and have come to expect.