The Le Lievre & Madill Team
The Le Lievre Madill wealth management team has a combined experience of over 40 years. This experience has shown that, when an investment environment is constantly changing, the challenge is to find skilled partners who can help you achieve your goals while safe guarding your assets. In short, provide ongoing, innovative solutions that address financial issues relevant to you and your family. The Le Lievre Madill team is dedicated to building long-term relationships with our clients. Our goal is to help you build wealth, enjoy it, protect it and transfer it efficiently to your family and loved ones.
We build individualized portfolio strategies to meet individual/household objectives and needs. We focus on individual equity/bond/security ownership for clients. We also provide options strategies to sophisticated investors for hedging or leveraged investment positions.
We provide retirement modeling for clients, establishing retirement goals, defining savings and growth rates, and projecting retirement income and estate transitions.
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ABOUT SHELDON LE LIEVRE:
For over 30 years Sheldon Le Lievre has been a trusted Investment Advisor to individuals, corporations, municipalities and foundations. The primary goal of Sheldon’s investment strategy is to preserve capital and generate income while providing growth. In 1997, Sheldon joined Acumen Capital and is now a Senior Investment Advisor, Vice-President & Director. Before joining Acumen he started his financial career with London Life in 1983 before moving on to Scotia McLeod and Nesbitt Burns. Sheldon holds a B.S.P.E. Degree from the University of Saskatchewan and M.Sc. from the University of Victoria. His spare time is filled with playing hockey and skiing in the winter and water skiing in the summer.
ABOUT CRAIG MADILL:
Craig joined Acumen in May 2006 and works as an Investment Advisor on a team with Sheldon Le Lievre. Craig has a financial background and has successfully completed the Canadian Securities Course, Wealth Management Essentials, Derivatives Fundamentals and Conduct and Practices Course. He focuses on high net worth portfolio management and is licensed to trade options.