How it started

Leipert Financial Group was established in Regina, Saskatchewan back in 1999. At the time, the industry was in quite a bit of turmoil as large financial institutions were merging, being sold, or changing focus.

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

How it’s going

Tim Leipert, Evan Jones, and Jenny Hart each offer a unique skill set that creates a shared vision – creating certainty for all our clients, communities, and our team.

Leipert Financial Group - Jenny, Tim, Evan

Our Vision

To be Regina’s local service provider of choice, recognized for co-constructing personal and organizational certainty, providing exceptional wealth planning, risk management, and comprehensive employee benefit services, and for our determined commitment to the people and communities we serve.

Leipert Financial Group - Our Vision

Our Values

Generous Listening: We reduce the filters that keep us from hearing each other and the needs or expectations of our stakeholders.  By reducing these filters, we’re able to see or hear “newness”, diversity of thought, and perspective.  As the local service provider of choice that creates value for all our stakeholders, we listen generously to achieve these attributes.

Straight Talk: Being forthright and considerate in our conversations and professional engagements.  We say what we mean and mean what we say – we just aren’t mean in the way we say it.

Collaborating Together: The basis of teamwork.  We support our team’s effort in order to achieve success, and we view ‘the whole is better than the sum of our individual parts.  Our practice is about teamwork, mutual kindness, and a purposeful attitude, but also recognition that we are better for it than not. We are also there when our clients and community need our help.

Honouring Commitments: The basis of accountability and professionalism. We respect our commitments and honour the importance of fulfilling them in a timely manner.

Acting with Integrity: Our decision-making and how we conduct our business will always be completed in an ethical light.  Specifically, we’ll do the right thing for the right reason.

Leipert Financial Group - Our Values

Core Benefits - Logo

An alliance with a purpose

For our business owners, certainty for their employees is paramount. Through our collaboration with our benefits company, Dynamic Core Benefits, we build and support Benefit and Retirement Programs to keep everyone protected.

Visit Core Benefits

Our Team

With offices in Regina and Moose Jaw, we’re the team that you’ve been looking for. Our firms’ education and life experience allow us to create a team of professionals that support our client’s planning needs and financial requirements now and in the future – it’s of the utmost importance. We have the right advisor to support you today and in the future.

Core Benefits - Logo

Partners with a purpose

Core Benefits is our team of benefit and retirement specialists. They are experts at crafting sustainable benefit plans to bring value to your staff. Whether you have a current plan in place or are looking for one, give them a call today. Plan reviews are complimentary and they would love to grab a coffee and connect.

Visit Core Benefits

Keeping Regina Communities Healthy

We believe in giving back to the communities where we work and play. Building strong relationships with the organizations that keep our communities healthy is our mission.

We hope to see you at the great events we participate in.

 

Keeping Regina Communities Healthy
Call
Text