Jeff LeifsoCFP®, EPC

Certified Financial Planner®

Jeff has been a professional Wealth Management Advisor for over 30 years. He has been able to establish and maintain long term professional and personable relationships with his clients. He is respons...
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Morris Leifso

Mutual Fund Sales Associate

Morris has been in the financial services industry for over 50 years as a financial advisor. He has established long term relationships with his clients helping them plan and reach their financial goa...
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Michele Torry

Client Services Manager

Michele, as part of the Leifso Team, assists the representative in preparing for client meetings and to ensure that all paperwork, client inquiries, client files and communications are prepared effici...
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Christian Kaempfe

Licensed Assistant

Christian joined the Leifso Team in September of 2019 With 8 years of experience in the financial services industry. He has successfully completed the Canadian Investment Funds Course in 2018 and is w...
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