Tim Leipert

Managing Partner, Wealth Advisor

Tim grew up in the financial services business attending meetings with his dad in grade school on days off, spending summers in university sorting files and inputting data. From this, his passion grew to create a firm that works together as a team to support clients in the best way possible. Today Tim works with clients across the province to support their financial goals by understanding what they want and then having an experienced and dedicated team to help them achieve success.

Education, experience and skills

19 years in financial services industry
Father to 3 boys
Owned and operated small business overseas
Bachelor of Arts in Psychology (minor in business) from Carleton University

Phone: 306-359-0776
Email: t.leipert@leipertfinancial.com
Location:  Regina and Moose Jaw

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Leipert Financial Group. As a client of Q Wealth, you may receive services from both Q Wealth and Leipert Financial Group. Note that individuals from Leipert Financial Group will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Leipert Financial Group may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

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Tim Leipert

Managing Partner, Wealth Advisor

Education, experience and skills