Leanne M. Bectold

Investment Advisor Assistant

A portrait of Leanne M. Bectold

An integral member of the Woo Fong Investment Group, Leanne is in constant communication with clients, building relationships, answering questions and ensuring no detail is overlooked. Her concierge-level service as an Investment Advisor Assistant is unparalleled.

 

Something that sets Leanne apart in her role is that she genuinely treats clients like family. She takes time to get to know whomever walks through her office doors and considers how she and her team can serve them -- beyond what’s already being discussed with the investment advisors. Leanne can offer expertise genuinely aligned with the individual by building relationships with clients and taking the time to know their unique needs.

 

With her excellent communication skills and attention to detail, Leanne ensures every client has a streamlined, uncomplicated experience and that there is a smooth transition of assets. Leanne’s skillset and her commitment to caring for every individual client take her team’s service offerings to the next level.

 

When Leanne isn't working she loves spending time outdoors, playing tennis or golf in the summer and ice skating in the winter. Leanne enjoys watching soccer and going on hikes around Alberta with her husband, daughter and dogs!