The Le Lievre & Madill Team
WHO WE ARE:
The Le Lievre Madill wealth management team has a combined experience of over 40 years. This experience has shown 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.
WHAT WE DO:
The Le Lievre Madill wealth management 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.
HOW WE DO IT:
The Le Lievre Madill wealth management team takes a comprehensive approach in our commitment to helping you achieve your goals with a four step process.
STEP 1) ASSESSMENT: An understanding of your objectives and dreams
We understand that every client has unique needs. We view that our role is to help our clients make smart, well-informed decisions about their investments and in the process provide them with;
ABOUT SHELDON LE LIEVRE:
For over 25 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.
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, and Conduct and Practices Course. He continues to expand his knowledge in developing portfolio strategies for clients and is currently working towards Chartered Investment Manager (CIM) designation.
ABOUT CORY JACKSON:
Cory works as an investment advisor with the LeLievre and Madill Team. Prior to joining Acumen Capital, Cory worked in the legal and recruitment consulting industries and operated his own company. Cory holds B.Sc. and J.D. degrees from the University of Calgary. He is a Registered Representative, and has completed the Canadian Securities Course and the Conduct and Practices Handbook, as well as other investment industry specific courses.