Joe Lee-Owe

Financial Consultant

Joe started his career on the supply side of the Financial Services industry working various roles with a few different Chartered Financial Institutions and eventually transitioning to a specialized r...
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Kevin MacLeodCFP®, RRC, CEA

Financial Advisor

Good advice was a rare commodity 20 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail business...
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Joshua Cameron

Associate Advisor

Joshua is new to Financial Services, with Lee-Owe MacLeod being his first position in the industry. Despite this, under the teaching of both partners, he is advancing quickly down the path to becoming...
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Kara PattonBComm

Executive Assistant

Collaborative, gregarious and committed: this is a snap shot of Kara. Interacting with people is something she genuinely enjoys, in fact, she’s passionate about it. Kara has been surrounded by the fin...
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Caitlin Hogarth

Client Care Manager

Caitlin started her finance career as a personal assistant to an advisor at a large brokerage firm. Thriving in the fast-paced environment she quickly graduated to a role in managing operations. Caitl...
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Carrie Silver

Executive Assistant

Carrie joined the Financial Services industry from a career in hotel management where she did it all! She managed a staff of 30 people, was an administrator extraordinaire, successfully led the hotel ...
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Cheyenne Mccraken

Client Care Manager

Cheyenne has been in the investment industry for nearly a decade, starting out as a front desk administrator for a small investment firm in downtown Calgary. Cheyenne comes with a vast array of skills...
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Zuzanna Ondrejkova

Client Care Manager

Zuzana started her career as a Financial Planner in Slovakia before she moved to Canada with her husband and daughter, almost 14 years ago. She continued to build on her experience in the financial fi...
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Mira Silaghi

Client Services Manager

Mira brings extensive Financial Administration and Financial Planning experience from previous roles with a few different well established advisory offices in Calgary. This real-world experience & str...
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