Once upon a time, there was a girl named Leah. She was really good with numbers.
So her father told her that she should pursue a bachelor of commerce degree at McGill University in finance and accounting. And not surprisingly, she was graduated at the top of her class.
She began taking insurance classes before joining National Bank of Canada as one of its youngest financial services directors when she was 21. The following year, Leah was bitten by the creative bug and she became an entrepreneur. She went on to become a successful and respected publisher of interior design magazines in four cities.
She launched Montreal Home, Toronto Home, Vancouver Home and South Florida Home magazines.
And she was the design correspondent on Global Television in Montreal for two years. Leah has been honoured with many awards for her business achievements, including the highly coveted Top 100 Women in Business for four consecutive years.
After enjoying a creative career, Leah decided to return to her financial roots and become a financial security advisor. She follows her father’s advice, doing what she does best, protecting the finances of those she loves with strategic and conservative financial planning.
In the first year of her new career, Leah is already one of the most successful financial security advisors in the country, handling some of the largest and most complex files.
➤ CANADA Office
1 Westmount Square #425
Westmount, QC H3Z 2P9
Tel: (514) 613-3145
➤ USA Office
99 Park Avenue #1910
New York, NY 10016
Tel: (646) 374-3543
Elizabeth Leah Lipkowitz
Bachelor of Commerce
Canada: (514) 952-8011
USA: (212) 464-7143
David Emmanuel Kakon
Math Honours, B.Sc.
Canada: (514) 574-0233
USA: (310) 807-5726
PERSONAL & CORPORATE INSURANCE
Life insurance – Term and Permanent
Critical illness insurance (with return of premium)
Long term care insurance
Retirement planning (RRSP, RESP, TFSA)
Annuity and segregated funds
Guaranteed retirement – “Income for life”
SUCCESSION & ESTATE planning
Insuring estate tax
Key person insurance
Get in touch.
Use the form below to contact us regarding your financial enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.