There’s an old phrase that says, “If you want to go fast, go on your own. If you want to go far, go with a team.” We create and implement financial plans for families, business owners, and good ol’ hard-working people who want to ensure that their and their families’ financial futures are created as they envision them.
Leipert Financial Group was established in 1999 by brothers Brian and Bevin Leipert. Their goal was to ensure their clients would have continuity of trusted service and attention. The result is a business with over 50 years of experience in the financial planning industry that always has been and continues to be dedicated to the best interests of its clients.
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 is now a proud partner of Q Wealth Partners, a registered Portfolio Management Firm.
Q Wealth offers access to exclusive institutional and pension-style investments, typically out of reach for most investors. With the highest standards of professional education and experience in the industry, this partnership allows us to elevate your financial planning and investment strategies to a new level of sophistication and opportunity.
Together, we’re committed to delivering enhanced solutions to help you achieve your financial goals.
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.
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.
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.
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 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.
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.
