Le Lievre & Madill Team

The  Le Lievre Madill wealth management team has a combined experience of over 40 years. This experience has shown that, when an investment environment is constantly changing, the challenge is to find skilled partners who can help you achieve your goals while safe guarding your assets. In short, provide ongoing, innovative solutions that address financial issues relevant to you and your family. The Le Lievre Madill team is dedicated to building long-term relationships with our clients. Our goal is to help you build wealth, enjoy it, protect it and transfer it efficiently to your family and loved ones.

 

 

 

 

The Right Team has the Right Tools

Investment Philosophy

We build individualized portfolio strategies to meet individual/household objectives and needs. We focus on individual equity/bond/security ownership for clients. We also provide options strategies to sophisticated investors for hedging or leveraged investment positions.

Retirement Modelling

We provide retirement modelling for clients, establishing retirement goals, defining savings and growth rates, and projecting retirement income and estate transitions.

Connect with the Team