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
 
STEP 2) PLANNING:  Design a financial plan to meet those goals
 
STEP 3) ACHIEVEMENT:  Implementation of the investment strategy
 
STEP 4) REALIZATION:  By using performance measurement, monitoring and the periodic asset rebalancing to ensure you are on track.

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;
 
-          Greater financial independence
-          Peace of mind, and
-          Security
 
While each of clients are unique, they all have one thing in common: they want unbiased investment advice from knowledgeable professionals. They look to us to preserve their capital and help provide real growth in their portfolios after tax and inflation.
 

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.
In 1997, Sheldon joined Acumen Capital and is now a Senior Investment Advisor and Vice-President. 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 theUniversity 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 and Sharon Lozinski. 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 SHARON LOZINSKI:

Sharon just recently joined the Le Lievre/Madill team in September 2011 as an Investment Advisor Assistant.  With over 16 years of experience in the investment industry, Sharon has  a great understanding of the administrative side of the business.  Sharon’s vast knowledge & experience is a valuable asset for providing superb client service.