WHY WORK WITH LEVESQUE
LINDA J. LEVESQUE CFP (R), FMA, FCSI(R)
Senior Investment Advisor,
Director Private Client Group
Linda J. Levesque has been helping families ‘Save Today for a Richer Tomorrow’ for over 29 years.
Linda is the best-selling author of ‘The 5 Minute Wealth Plan’: Saving Today for a Richer Tomorrow. In the book she credits her father’s financial savvy for her own success in achieving her financial goals. Growing up in a family where her father had to stretch a dollar on a miner’s income in order to provide for his large family, was a major influence in Linda’s life.
Linda is a CERTIFIED FINANCIAL PLANNER® professional, public speaker, author and Sr. Investment Advisor with HollisWealth under her own banner of Levesque Wealth Planning. She has a team of specialists that she calls upon to help her clients with whatever financial challenges they face. Linda’s clients include doctors, dentists, professionals, retired clients, and their families.
Linda is known for her dynamic presentations to audiences large and small; she uses humor, knowledge and stories to get her points across. A featured guest on several radio stations. Linda is an expert in her field and was a contributing author in ‘The Trusted Authorities’ book. Her chapter was on ‘Single Again’: Wealth Planning on One Income and has a chapter in the best-selling book, ‘The Road to Success with Jack Canfield, (from Chicken Soup of Soul, series) with other experts in their fields. Linda uses the Success Principles in conjunction with her teachings on Financial Success.
As a CERTIFIED FINANCIAL PLANNER®, Linda specializes in meeting the needs and protecting the accumulated wealth of the conservative investor, and is an independent thinker who offers independent products. Everything Linda recommends is geared to the individual’s needs and goals. She rarely follows the crowd but takes the initiative to lead.
Linda regularly takes continuing education courses to help stay abreast of new and changing trends. This has helped her to successfully plan and transition clients’ lifestyle changes throughout their lives and throughout the various stages of retirement.
Daniel J. Fearon MBA, CFA, CPA (CA)
Senior Investment Advisor
Director, Private Client Group
Daniel has a Bachelor of Commerce, Specialist in Finance, Major in Economics from the University of Toronto and a Master’s of Business Administration from the London Business School (University of London, UK). He is a Chartered Financial Analyst Charter Holder with the CFA Institute, has his CPA (Chartered Accountant) designation from the Canadian Institute of Chartered Accountants and has his Canadian Securities Course as well as Wealth Management and Options courses from the Canadian Securities Institute.
Client Relations Manager
Lynette has been Manager of Client Relationships for over ten years. Her experience has led her to become one of the clients favourite people to deal with, especially when challenges arrive.
Lynette’s ability to problem solve help clients to quickly and efficiently resolve even the most complex administrative challenges. Her superior organizational skills make upcoming client events something that rarely get missed.
Lynette’s sunny disposition makes her a pleasure to interact with for all administrative dealings. So whether you want to book an appointment or have an administrative question, Lynette is your go to person for exceptional service.
OUR STRATEGIC PARTNERS
Before launching BL Financial Consulting in 2013, Brian was the Director of Wealth Management for a boutique financial planning firm in Oakville, where the main focus was advanced financial planning for physicians and business owners. His specialty was corporate structure, financial planning and the utilization of insurance to protect families against risk and tax.
Brian graduated with honors from Sheridan College with diplomas in Business Administration- Finance and Post-graduate Financial Planning. Brian completed the Personal Financial Planning (PFP) and Life Licensing Qualification Course (LLQP) amongst several specialized estate planning and tax courses provided by Advocis.
Brian primary focus is to work collaboratively with HollisWealth advisors and lend his expertise in financial, estate and tax planning as well as insurance to their existing clients.
Mortgage Broker And Mortgage Intelligence
All this comes at no cost to you as Mortgage Intelligence is compensated by the lender that earns your business. John’s loyalty and commitment are to his clients and and serving you.
* Mortgage service provided by referral.