The Lee-Owe MacLeod Team
Joe Lee-Owe
PFA | SENIOR ADVISOR & MANAGING PARTNER
Joe started his career on the supply side of the Financial Services industry. In this role, he was exposed to Financial Advisors in a variety of different practice structures and personalities. That was when he discovered that his real passion lay in working with individuals and families to achieve their financial goals, and giving them the best possible experience. He joined McClary Financial to learn the business from the inside out, eventually taking on a lead role. A true problem solver, Joe enjoys finding unique and creative means of resolving client financial issues — whether it be retirement, tax or estate planning. Joe is a people person through and through which is why his meetings are as much about connecting with clients personally, as they are about helping them find a path forward.
When not in the office, Joe spends his time cooking, coaching soccer and traveling with his wife and kids.
Graham Yarwood
PFP, RRC | FINANCIAL PLANNER
Graham is a seasoned financial planner with over 17 years of experience specializing in investment, retirement, tax, and estate planning. Graham is dedicated to building strong, long-term relationships with his clients, treating each one like family. He believes in an inclusive and collaborative approach to financial planning, tailoring strategies to align with individual goals and values. Graham holds the Personal Financial Planner and Registered Retirement Consultant designations.
Beyond his professional commitments, Graham enjoys spending time in the mountains with his family and is actively involved in both golf and hockey, whether playing or coaching.
Benjamin MacBurnie
ASSOCIATE FINANCIAL ADVISOR
Financial planning is not just about numbers; it's about empowering individuals to take control of their present and future by creating a life of financial well-being, peace of mind, and the freedom to pursue your passions.
With a strong background in Financial Services spanning 14 years. Ben strives in helping clients achieve financial security by eliminating the guesswork from their present and future financial goals. With his expertise in financial planning, investment planning, and retirement planning and funding, and a genuine desire to make a positive impact on clients' lives, he is committed to delivering exceptional service that caters to your unique needs and goals.
Beyond his professional pursuits, he can be found enjoying his hobbies such as hockey, snowboarding, traveling, and gardening.
Carrie Silver
CLIENT EXPERIENCE MANAGER
Carrie has over 5 years experience in the Financial Services industry, managing the LOM client experience, leading projects and assisting the service team. She started her career in hotel management where she did it all! She managed a staff of 30 people, was an administrator extraordinaire, successfully led the hotel with ‘A’ level inspection ratings and took on the project management role for renovations and demolitions.
She has an eye for style and loves interior design almost as much as she loves ice cream! Which is why you will find her in a kickboxing or spin class during her free time when she is not hanging out with her daughter and best friend of 25 years.
Zuzana Ondrejkova
CLIENT CARE MANAGER
Zuzana started her career as a Financial Planner in Slovakia before she moved to Canada with her husband and daughter, almost 20 years ago. She continued to build on her experience in the financial field in one of Canada’s biggest MGA offices - ABEX Brokerage Services Inc., providing marketing and sales support to advisors on the insurance side. After the birth of her second daughter, Zuzana worked for Certified Financial Advisor as Executive Assistant and Senior Administrative Assistant for insurance and continued to gain broader knowledge of investment side of the business.
In her free time, Zuzana has a very active lifestyle. She likes all kinds of art and music, enjoys exercising early in the morning, performs traditional Slovak folk dances and songs and you can often find her at the top of one of the peaks in the Rocky Mountains. "Treat others the way you want to be treated " is a mantra that Zuzana lives by.
Mira Silaghi
CLIENT CARE MANAGER
Mira brings extensive Financial Administration and Financial Planning experience from previous roles with a few different well established advisory offices in Calgary. This real-world experience & strong work ethic coupled with a bachelor’s degree in commerce with a major in Business allows Mira to provide clients with an exception experience, ongoing support and a high-level of client service.
When Mira is not working, she loves spending time with family and friends, enjoying long walks and hiking.
Karl D’Souza
ADVISOR ASSISTANT
Karl began his career in the food and service industry, primarily working at the Priddis Golf and Country Club while pursuing a combined degree in Finance and Mathematics at the University of Calgary. Through his experience in the industry, he developed a passion for getting to know his customers and providing excellent service.
Before this role, Karl worked as an intern at with a Calgary based an oil and gas firm. There, he was exposed to various aspects of capital markets and the exploration industry. Combining these two worlds—finance and client service—felt like the perfect fit for him, ultimately leading him to wealth management.
In his spare time, Karl enjoys rock climbing, playing soccer, hiking, or watching sports with friends.
KEVIN MACLEOD, CFP | counsel
Good advice was a rare commodity 20 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail business – he was seeking a new career. After a yearlong search, Kevin sought financial advice as a means of securing his future. Instead he found a passion for financial services and his future was realized. Kevin earned his CFP designation and set out to educate people on money matters, one client at a time. As a focused and passionate leader, Kevin’s greatest reward comes from helping clients make informed financial decisions. “There are two things we have no control over: the markets and life. We help our clients make great decisions that are designed – among other things – to weather the unexpected.”
