Our Philosophy The Team
Retirement Planning Wealth Planning Insurance Services
Wealth Management Inc.

 Our Philosophy

Our goal is simple: Our clients trust us with some of the most important aspects of their lives. We do not take that responsibility lightly. We treat everyone like family. We build trusting long-term relationships allowing for an inclusive and collaborative approach to Retirement Income Planning.

There is no one size fits all formula when it comes to your retirement income planning. We understand that the path to accomplishing financial success is different for everyone. We customize our planning to your goals and values.

At Lee-Owe MacLeod we focus on you. When you are successful we are successful.  

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RETIREMENT INCOME PLANNING

Transitioning to retirement can be a challenging time for everyone. We focus on the goals and values that are important to you and what resources you have to fulfill those goals. We create customized yet easy to understand and implement retirement income plans that are centered around you so you can focus on enjoying your retirement.


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WEALTH PLANNING

Take the guess work out of managing your finances. Our team has been doing strategic wealth planning for over 25 years. Tax mitigation, investment management, you name it - we can help!

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INSURANCE & ESTATE PLANNING

Hindsight is always 20 - 20. Wether you are looking to protect yourself, you loved ones or your business interests our team has the solutions to suit your situation. Life can be stressful enough, let us optimize your risk and protect you in areas where you need to be.

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