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Common Sense Isn’t Always Common

Financial confidence starts with clarity and a plan – we want to make sure you have both.

We don’t start by suggesting you invest, buy insurance, or buy living benefits; it starts by coming around to your side of the Financial Planning Table and developing a plan that makes sense to you, your business, your family and your future.

What do you need to be saving/investing for the retirement you want? What does “your” retirement look like?

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There Are
Steps to Take

Your future matters, and your goals matter. That’s why we don’t just rest on our [pretty extensive] past experience, and why we don’t only count on our training and what we’ve learned through our credentials. We count on a process – a trademarked, proprietary, step-by-step approach to ensure your vision of the future is supported, well thought out, and planned for properly.

The Wealth Optimization System™ follows a simple flow: Discovery, leads to Clarity. When you have Clarity, it leads to Decisions. Decisions lead to Results. And when you get results, it leads to Confidence.

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Whether it is life insurance, RRSPs, TFSAs or employee benefits, our starting point is planning so that you have clarity and confidence before choosing the right next steps

About Us

“You go farther with a team…”

There’s an old phrase that says, “If you want to go fast, go on your own. If you want go far, go with a team.” We create and implement financial plans for families, business owners and just plain hard working people who want to ensure theirs and their families financial futures are created as they envision them.

With offices in Regina and Moose Jaw, we put together the team that you’ve been looking for. We understand that not everyone is the same, and that not everyone “clicks” with everyone else. That’s why our team of 9 financial advisors, 7 support team members, We have the right advisor for you and the right support for you.

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A History of Helping

Leipert Financial Group was formed in 1999. The industry was in quite a bit of turmoil as large financial institutions were merging, being sold, or changing focus.

Brian & Bevin Leipert decided they would take the initiative to ensure their clients would have continuity of service and attention, so these two industry veterans opened their own firm. The immediate result was a business with 53 combined years of insurance and investment advice to businesses and families mainly around southern Saskatchewan.

Even with Bevin’s sudden passing on August 9th, 2014, the firm’s original mission holds true today: A team of financial planning specialists with varied expertise, working together, to give our clients full financial planning from one trusted firm.

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Contact Us

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Regina

Contact info

200 – 1514 11th Ave,
Regina, SK S4P 0H2

Phone: (306) 359-0776 Email: info@leipertfinancial.com

Hours

8 am to 4:30 pm

 

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Moose Jaw

Contact info

Suite 1 105 High St. West,
S6H 1S5

Phone: (306) 693-6588 Email: info@leipertfinancial.com

Hours

8 am to 4:30 pm

 

We want to hear from you!

Please fill out the form below with any questions, concerns, or feedback and we will get back to you in a timely manner.