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info@leipertfinancial.com
Regina Main Office
306-359-0776
Regina Employee Benefits Office
306-359-1044
1-800-838-6146
Moose Jaw Office
306-693-6588
1-800-900-5675
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OUR ADVISORY TEAM
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BRIAN L. LEIPERT, Principal Certified Financial Planner Chartered Life Underwriter Chartered Financial Consultant
Brian entered the life insurance business with London Life on October 15, 1970, and holds Bachelor of Arts and Bachelor of Administration degrees from the University of Regina.
Brian is a life and qualifying member of the Million Dollar Round Table for over 30 years, and is also a member of London Life's Wealth & Estate planning group.
Brian has given a tremendous amount of his time to charitable causes in his community, particularly through service clubs. He was President of his local Cosmopolitan Club, Governor of the Western Canada Cosmopolitan Clubs, and ultimately President of Cosmopolitan International in 1998 and 1999. |
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BEVIN LEIPERT, Principal Certified Financial Planner Chartered Life Underwriter Chartered Financial Consultant
Bevin joined London Life on April 1, 1976, and became an Incorporated Representative in 1988. He earned his Chartered Life Underwriter designation in 1980, his Chartered Financial Consultant in 1992, and his CFP in 1997.
Bevin’s special area of interest is helping closely held corporations fulfill their succession and estate planning objectives. Bevin is a member of London Life's Wealth & Estate Planning Group.
Community involvement includes roles as Past President of the Moose Jaw Chamber of Commerce, Past Chairman of the Foundation for Moose Jaw Union Hospital and Past Master of his Masonic Lodge.
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ROB BABCHUK, RHU Living Benefits Specialist and Financial Security Advisor
Rob has been with Leipert Financial Group since 1997. He has been focusing on and specializing in living benefits, particularly disability insurance, and is currently working towards his Registered Health Underwriter (RHU) designation. Rob also works closely with Bevin Leipert on the tax and estate issues of clients. He has also helped numerous clients design, implement and manage their employee benefit plans.
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DAVE JUKES Financial Security Advisor
Dave joined London Life in 1986 and has been working with the Leipert Financial Group in Moose Jaw since 1998. Dave’s focus is investment savings and income, and the role of life insurance in facilitating an effective financial plan. His background in farming and the farm equipment industry allows him to have a subjective point of view in farm estate planning.
Dave is the past chairman of the Moose Jaw United Way (1992-1996) and past president of Moose Jaw Minor Hockey (2003-2005). He is active in the Moose Jaw Shrine Club and the Masonic Lodge. He was inducted into the Saskatchewan Rugby Hall of Fame for his role as a player on the Saskatchewan Team from 1974 to 1988.
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VI LEIPERT Employee Benefits Marketing Employee Benefits
Vi joined Leipert Financial Group in 1994 with 15 years of experience in retail management and sales. Until 1999, Vi worked in the areas of customer service and administration. Vi is responsible for corporate and individual licensing, registration and contracting. She also works closely with the Employee Benefits division of Leipert Financial Group in marketing and service areas. Vi’s focus is our clients, their needs and supplying superior service and support to them.
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TIM LEIPERT Financial Security Advisor
Tim joined Leipert Financial Group in 2004. Although having worked in the industry previously, he has had to work hard to requalify under current industry regulations. Tim is a strong believer in the financial planning industry having been raised within it and uses his convictions to the maximum benefit of every client.
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SHIRLEY REITER General Manager Employee Benefits
In 1986, Shirley Reiter started working with London Life as a Customer Service Representative in the group benefits department; she was later transferred to the pension administration area. Leipert Financial Group asked Shirley to join their Employee Benefits division in 1999; she was promoted to Manager in 2001. Shirley’s main responsibilities are to identify existing and prospective client needs in all aspects of employee benefits, including pensions, group retirement plans, life, income replacement, health and dental programs.
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JASON MOLLER Financial Security Advisor
Jason joined LFG in 2007 after more than a decade with a leading Canadian wealth management firm. Jason's practice is focused on developing customized investment solutions for individuals, families and business owners. He earned a degree in Economics from Queen's University in Kingston, Ontario. Since 1995, he has completed a number of industry related courses, including the Canadian Securities Course and the Canadian Investment Funds Course as well as being licensed for a full range of insurance products.
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EVAN JONES, B. COMM. Financial Security Advisor
Evan joined London Life in 2008 after graduating with distinction from the University of Saskatchewan with a degree in Commerce specializing in finance. While attending university, Evan earned a position on the Dean's List, a feat he accomplished while working part-time. Evan became part of the LFG team in 2009 and is happy to be back in Moose Jaw. He plans to further his education by acquiring industry related designations.
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OUR SUPPORT TEAM
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COLLETTE JANIS Executive Assistant
Collette joined Leipert Financial Group in 1999, and brought with her 20 years of experience in the financial services industry. She is the executive assistant to Bevin Leipert and has successfully completed the Life Insurance and Investment Funds of Canada courses to better assist Bevin. Collette also answers administrative questions for our clients.
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GLENNA VANEVERDINK Administrative Assistant
Glenna joined Leipert Financial Group in 2003. She brings with her a variety of administrative skills. Her primary responsibility is to work closely with colleagues as a marketing assistant while handling all administrative duties that are pertinent to investments. This includes the processing of trades, purchases and redemptions, client updates, summaries, communications and coordination of client activities. As well, Glenna organizes, plans and co-ordinates special events.
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WENDY EFFA Administrative Assistant
Wendy joined Leipert Financial Group in September, 2005 after working for many years in the property/casualty segment of the insurance industry. Wendy's primary role is to coordinate meetings between clients and financial security advisors, helping to maximize their time to spend with clients. Wendy also provides adminstrative and follow-up support to handle the processing of investment transactions and life insurance policies.
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TATIANA MOYA VILLANUEVA Accountant
Tatiana joined Leipert Financial Group in 2006 after 2 years working as a bookkeeper with a Canadian private company and 3 ½ years with a Chilean Commercial Printing Company in the Acquisition and Internal Control Department. Tatiana has SIAST and University of Regina ESL courses (2002-2003), an Auditor and Public Accountant Degree from University of Santiago of Chile (1998) and a General Accounting Degree from Commercial Institute Manuel Baquedano (Chile 1993).
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PHYLLIS KWAN TPA Administrative Assistant
Phyllis joined Leipert Financial Group's Employee Division in May, 2008, working part time. She brings with her 28 years of experience in the Financial Services Industry. Her primary role is to maintain and update client profiles on the benefits side.
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SHARON SAGERT Group Service Coordinator
Sharon joined Leipert Financial Group's Argus Employee Benefits division in August, 2008 as Group Service Coordinator. She brings to Leipert 10 years of customer service and administration experience. In addition to answering administrative questions for our group insurance administrators and employees, Sharon works closely with the insurance companies to prepare marketing reports and renewal presentations for our clients.
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