Leanne is a key member of the Bow Wealth Management team, bringing over 20 years of experience in the financial services industry. She adds a personal and thoughtful touch to every client interaction and handles the vital administrative details of our complex practice.
Leanne keeps our clients' best interests at heart as she assists with their financial and investment needs. She takes pride in coordinating and streamlining a first-class wealth management experience. Proactively reaching out to clients and responding to inquiries, Leanne ensures smooth communication.
She supports Brad and our advising team by organizing meetings and events, processing transactions, and liaising with firm resources and external professionals. Leanne is integral to our team's vision of being an exceptional resource for our clients, making it all look effortless.
Outside of work, Leanne enjoys spending time with her family and two children. She loves traveling and is always looking for a new adventure.
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