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As a Certified Financial Planner, with over 30 years of experience, Leanne Kohtala has the ability to understand clients' needs, help them clarify their goals and develop portfolios to help them reach those goals quickly and efficiently. As a Registered Financial Planner, she follows the Six Step Financial Planning Process, which means that there is a clear process to ensure clients achieve their financial goals. As a Chartered Investment Manager, she uses thorough research to ensure that the more prudent investment opportunities are sourced for all client accounts. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products are offered through Manulife Securities Insurance Inc.
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