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.

The Right Team has the Right Tools

WHAT DOES A COMPREHENSIVE WEALTH MANAGEMENT STRATEGY INCLUDE?

INVESTING

  • Custom design your portfolio based on your needs for income, growth and security
  • Diversify to manage risk and achieve return objectives
  • Review and rebalance on an ongoing basis

TAX PLANNING

In consultation with your tax advisors we can help identify tax-minimizing strategies that can:

  • Protect your wealth
  •  Enhance your after-tax retirement income
  • Minimize estate taxes

ESTATE AND LEGACY PLANNING

  • Identify opportunities to protect your estate for your family
  • Help simplify your estate settlement
  • Help you create an enduring family legacy

CHARITABLE GIVING

  • Identify the most effective methods of contribution to maximize the amount of money charities receive

FINANCIAL PLANNING

  • Clarify your financial goals
  • Create a net worth statement
  • Recommend planning strategies

RETIREMENT PLANNING

  • Maximize retirement savings and income
  • Coordinate the transition into retirement
  • Assist with business succession

EDUCATION

  • Assist with tax-advantaged strategies to fund a family members education

 

Connect with the Team