wHY WORK WITH LEVESQUE
about our Founder
Senior Investment Advisor, Direct, Private Client Group
HollisWealth, a division of industrial alliance securities inc.
I specialize in meeting the needs and help protect the accumulated wealth of the conservative investor. I assist every client to build a strong and stable financial platform.
I regularly take continuous education courses to help stay abreast of new and changing trends. This helps to successfully plan client’s lifestyle throughout their life and the various stages of retirement.
I have been an Investment Advisor for over 24 years. One of my strengths is my intense focus on all aspects of the six pillars of financial planning: saving, investing, tax and retirement planning, insurance, and estate planning.
My understanding of current issues is fully complemented by my ability to direct my clients’ attention to any complexities they may not have yet considered.
When you need to protect your family or yourself I can help with all your insurance needs. I am fully licenced in life, disability, critical illness, and long term care. My team can also help with home and auto insurance.*
I am a dynamic public speaker and available to speak to your groups or associations. I have given many presentations to large and small groups on a variety of topics. I am published and will soon be releasing a new book titled, ‘Financial Freedom, It’s as Easy as Learning Your ABCs’.
THE LEVESQUE TEAM
Client Relations Manager
Lynette has been Manager of Client Relationships for over ten years. Her experience has led her to become one of the clients favourite people to deal with, especially when challenges arrive.
Lynette’s ability to problem solve help clients to quickly and efficiently resolve even the most complex administrative challenges. Her superior organizational skills make upcoming client events something that rarely get missed.
Lynette’s sunny disposition makes her a pleasure to interact with for all administrative dealings. So whether you want to book an appointment or have an administrative question, Lynette is your go to person for exceptional service.
OUR STRATEGIC PARTNERS
Brian Laundry is the founder and Insurance Advisor for BL Financial Consulting.
Before launching BL Financial Consulting in 2013, Brian was the Director of Wealth Management for a boutique financial planning firm in Oakville, where the main focus was advanced financial planning for physicians and business owners. His specialty was corporate structure, financial planning and the utilization of insurance to protect families against risk and tax.
Brian graduated with honors from Sheridan College with diplomas in Business Administration- Finance and Post-graduate Financial Planning. Brian completed the Personal Financial Planning (PFP) and Life Licensing Qualification Course (LLQP) amongst several specialized estate planning and tax courses provided by Advocis.
Brian primary focus is to work collaboratively with HollisWealth advisors and lend his expertise in financial, estate and tax planning as well as insurance to their existing clients.
Mortgage Broker and mortgage Intelligence
John has 20 years of experience in the financial services industry having worked previously for two of Canada’s Major Canadian Banks. If service, competitive rates and completely objective advice are important to you then John will exceed your expectations and differentiate your experience in attaining mortgage financing that is tailored for your specific needs.
All this comes at no cost to you as Mortgage Intelligence is compensated by the lender that earns your business. John’s loyalty and commitment are to his clients and and serving you.
* Mortgage service provided by referral.