Leanne is a key member of the Bow Wealth Management team, with over 20 years of experience in the financial services industry. She brings her personal and thoughtful touch to each contact she has with our valued clients and as she handles the vital administrative details of our complex practice. Keeping our clients’ best interests at heart as she assists with their financial and investment needs, Leanne takes pride in coordinating and streamlining a first-class wealth management experience for our clients. She pro-actively reaches out to clients as well as responds to client and prospective client enquiries. Leanne assists Brad and our advising team with organizing meetings and events, processing, monitoring and reconciling transactions, connecting with firm resources and liaising with referred professionals outside the firm. She is integral to realizing our team’s vision to be an exceptional resource to our clients and manages to make it look effortless at the same time.
Outside of work, Leanne enjoys spending time with family and her two children. She loves traveling and is always looking for a new adventure.
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