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The  De Leeuw Group

Investment Advisor

 

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 Contact Information

Address

Commodity Exchange Tower 360 Main St.

Suite 1400

Winnipeg, Manitoba

R3C 3Z3

Phone

(204) 949-2296

(204) 949-2686

Toll-Free

1800 506-0005   Ext: 2296

Fax

(204) 956-2018

E-mail

Marcel Deleeuw

Beverly Deleeuw

 
--- Thu, 11 Mar 2010 07:00 EST --- BMO Nesbitt Burns Canadian and U.S. Top Picks ---     CP,T  55.92  0.00      MFC,T  20.44  0.00      PWF,T  32.24  0.00      SU,T  31.55  0.00      TD,T  71.01  0.00      CAE,T  9.53  0.00      IAG,T  33.52  0.00      NA,T  61.31  0.00      THI,T  33.45  0.00      YLO.UN,T  5.99  0.00      RIM,T  77.04  0.00      COS.UN,T  27.59  0.00      ECA,T  35.12  0.00      HSE,T  27.55  0.00      NXY,T  24.12  0.00      TLM,T  18.99  0.00      ABX,T  39.67  0.00      GNA,T  7.99  0.00      S,T  8.90  0.00      TCK.B,T  41.59  0.00      AAPL,X  224.84  0.00      ADM,X  30.24  0.00      AMP,X  42.85  0.00      BA,X  70.01  0.00      CAT,X  58.78  0.00      CSCO,X  25.87  0.00      CVS,X  34.85  0.00      DIS,X  33.33  0.00      EL,X  61.86  0.00      GE,X  16.51  0.00      HAL,X  30.64  0.00      MAT,X  22.89  0.00      MCK,X  60.59  0.00      MOO,X  44.96  0.00      NDAQ,X  20.22  0.00      NOK,X  14.56  0.00      ORCL,X  24.87  0.00      PEP,X  64.43  0.00      UPS,X  60.73  0.00      WYE,X  0.00  0.00 
Specialties:
Building and Maintaining Wealth

State of the art Investment programs including
Long-Term Planning, Portfolio Diversification, Asset Allocation, Insurance, Retirement and Estate planning.
The De Leeuw Group is a comprehensive wealth management strategies team in the Private Client Division of BMO Nesbitt Burns, one of Canada’s foremost investment firms.

We strive to provide superior advice, service, expertise and the highest level of client satisfaction. Our team approach ensures a disciplined process that ultimately helps us provide clients with a detailed road map designed to meet financial, retirement, education and estate planning objectives.

Through this our mission is to provide clients with additional confidence, peace of mind and reliable trustworthy advice. We believe knowledge is empowering and that education is critical to making informed decisions.

Introducing Our Team

Marcel De Leeuw – Senior Investment Advisor

With over 20 years combined experience in the investment industry and as a business owner, Marcel believes in offering a tailored individual approach that stresses full-service and strong results. Marcel is responsible for comprehensive portfolio management, professional advice and investment decisions. Marcel's credentials include a University Degree in Economics, Canadian Securities Course, Personal Financial Planning course, as well as Life Insurance Level 2. Please contact Marcel for comprehensive portfolio reviews and evaluations.

Beverly De Leeuw – Investment Advisor

Bringing 10 years experience Beverly believes every client has specific needs, and requires different investment options. Understanding the needs and objectives is the most important part of the investment process. Beverly’s education includes a diploma in Business Administration and has completed the Canadian Securities Course, Professional Financial Planning course and Life insurance Level 2.

Brandy Cudmore-Mann – Associate Investment Advisor:

With over 9 years experience in the financial services, Brandy will be responsible for assisting in managing portfolios, research, financial planning which encompasses investment, retirement, estate and insurance planning. Brandy’s qualifications include BA from the University of Manitoba as well as the Canadian Securities Course, Conduct and Practices Course, Professional Financial Planning Course, Derivative Fundamentals Course all of which was completed through the Canadian Securities Institute. Brandy is also licensed as a Level 2 Life and Accident Insurance Agent.

Kara Slobodian – Investment Representative:

Kara joined the De Leeuw Group in February 2005 and has been in the industry for over 6 years. Kara is the team manager and handles the administrative and client servicing needs on a day-to-day basis. Kara is respected by clients for her exceptional dedication to personal service and is the key contact for the group. Kara has completed the Canadian Securities Course, Conduct and Practices Course and is currently enrolled in the Professional Financial Planning Course offered through the Canadian Securities Institute.


A REFERRAL IS A GREAT RESPONSIBILITY AND THE BASIS WHICH WE BUILD OUR BUSINESS. REST ASSURED IT WILL NOT BE TAKEN LIGHTLY AND WILL BE GREATLY APPRECIATED.



 

1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.

All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.

** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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Market Watch
Last Updated
March 11, 2010 07:00 EST
  Last Change
 TSX Comp  11,961.06  42.35
 S&P/TSX 60  701.53  1.82
 DJIA  10,567.33  2.95
 S&P 500  1,145.61  5.16
 NASDAQ  2,358.95  18.27
 Nikkei 225  10,563.92  -3.73
 TSX Vent  1,556.80  -1.96
 Hang Seng  21,208.29  0.74
 $CAD  97.5300  0.1200
 London Gold  1,120.50  4.75
 WTI Oil Spot  82.09  0.60
Source: SunGard PowerData


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