Our Team

Leslie Gilchrist, MBA, CFP®

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With over 30 years of industry experience, Leslie specializes in segregated funds, insurance strategies, estate planning, probate minimization, and comprehensive wealth management. She began her career with a major Canadian investment firm before transitioning to independent practice, where she focuses on integrated estate and financial planning tailored to each client’s unique needs. 

Since founding her corporation, Leslie has become a trusted resource for fellow professionals, including lawyers and accountants, helping them navigate complex estate matters with clarity and confidence. Her approach centers on making sophisticated financial concepts easier to understand and developing practical, personalized strategies that support corporations, clients, and their families, 

Simplifying Your Complex Financial World

Personalized advice. Exceptionals service. Strategies tailored to you.

With over 30 years of industry experience, Leslie specializes in segregated funds, insurance strategies, estate planning, probate minimization, and comprehensive wealth management. She began her career with a major Canadian investment firm before transitioning to independent practice, where she focuses on integrated estate and financial planning tailored to each client’s unique needs. 

Since founding her corporation, Leslie has become a trusted resource for fellow professionals, including lawyers and accountants, helping them navigate complex estate matters with clarity and confidence. Her approach centers on making sophisticated financial concepts easier to understand and developing practical, personalized strategies that support corporations, clients, and their families, 

Simplifying Your Complex Financial World

Personalized advice. Exceptionals service. Strategies tailored to you. 

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