As of June 3rd I have taken on a full time business partner.  You may be asking how this will impact you personally.  I will continue to be your personal Investment Advisor.  Over the next year I will be introducing Daniel J. Fearon, Investment Advisor with HollisWealth, a division of Industrial Alliance Securities Inc., to as many of you as possible.  You will now be able to call in and speak to either Daniel or myself for any investment/financial planning related questions.  Insurance will still be directed to me for now.  Daniel has joined the team here at Levesque Wealth Planning because he shares the same investment philosophies that I do.  Since you are my most valued clients, I wanted to be able to continue giving you the highest level of service as possible.

Daniel has been in the financial services industry here in Canada, the UK and Chicago, Illinois since 1994.  Daniel brings a strong investing, trading, investment banking and analytical background to this role.  Daniel prides himself on putting in the effort to help get clients to where they need to be.  Clients value his thoughtful and personable approach along with his international perspective and fresh ideas.

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 completed several CSI courses.

You can see from Daniel’s experience that you will now be serviced by one of the most experienced teams in the industry.  It is rare to have an advisor with these credentials. Because of this new addition we will be taking on new clients.  Daniel and I will also be available to speak at your association or company conferences.  There will be a video introduction to follow.  Feel free to call Lynette for an appointment over the summer to come in and meet Daniel.