Our team is committed to providing you with the superior wealth management that is Private Wealth Management.
We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to
fulfill your short and long-term needs.
We work with a suite of experts in the key areas of tax and estate planning, securities, insurance protection,
investment lending and business succession through Investors Group to develop a solution that is unique to you.
We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs,
we will work with you to achieve your personal and investing goals.
Michel is Executive Financial Consultant with LeBoeuf & Associates Private Wealth Management. During his more than 20 years in the financial industry, he has had a passion for making a material difference in the lives of individuals and families.
Specializing in financial planning and protection for affluent clients, Michel offers a holistic, team-based approach that seeks to align financial plans with life goals. Clients seek him out not only for his taxation and insurance knowledge and experience, but also his honesty, his attentiveness to their well-being and his community mindedness.
Outside of work, Michel coaches soccer and raises funds for Muscular Dystrophy Canada. He continually supports local charities, contributes to sport sponsorships and matches donations for global causes. When he’s not at the office or in the community, he spends quality time with his wife and family. He enjoys running, reading and playing with his three children.
Susan has been with LeBoeuf & Associates Private Wealth Management as Michel’s Practice Manager since 2001. She is the team's main contact and manages Michel’s overall practice. Susan is considered a very experienced Practice Manager with 17 years at Investors Group and is very well respected by colleagues as well as clients.
Susan is committed to providing exceptional professional service within all areas of our practice, ensures strict compliance protocol and is very efficient in the overall operations with LeBoeuf & Associates Private Wealth Management.
Jodie has been with LeBoeuf & Associates Private Wealth Management since 2012, and previously with Investors Group as a client service administrator from 2007 to 2012. Jodie is responsible for the overall client administration within our team. With 12 years experience Jodie brings a very professional knowledgeable experience to clients. Jodie is well respected among her colleagues as well as clients.
Brenda joined LeBoeuf & Associates Private Wealth Management 2 years ago. With 42 years of financial experience, she is a valuable resource for the entire team.
Brenda brings a wealth of knowledge, along with a proven track record of success, to LeBoeuf & Associates Private Wealth Management.
Todd joined Investors Group in 2009 and provides mortgage and banking advice to clients in Ontario.
Prior to becoming the Mortgage Planning Specialist, Todd was a Consultant with Investors Group Financial Services for several years.
Todd is a member of the Canadian Association of Accredited Mortgage Professionals (CAAMP).
In the community, Todd is a member of the Royal Canadian Legion Br. 23 and has been part of their executive committee for the last five years.
Brett joined Investors Group in November of 2011 and provides insurance advice to clients in Ontario.
Prior to joining Investors Group, Brett was a Senior Employee Benefits Manager at Corporate Benefits Analysts. He also had extensive experience as a Business Development Manager, New Representative Development Manager and Senior Sales Staff manager, and Consultant with a Canadian financial firm.
Brett completed his Civil Engineering Technology Diploma – CET from Conestoga College, obtained the Certified Health Specialist (CHS) designation through Advocis and the Elder Planning Counselor (EPC) designation through Seneca College.
In the community, Brett has been a volunteer with Ducks Unlimited, Waterloo Minor Hockey, Kinsmen Club of Canada, and Past Member of the Board of Governors for Conestoga College, Past President for the Alumni Association for Conestoga College and most recently will be the 2015-2016 President of the Rotary Club of North Bay.
Each member of our team is backed by a team of professionals with specialized expertise in tax and estate planning, securities*, insurance protection, investment lending, business succession planning and more. In some situations it may also make sense to involve your own accountant or lawyer to ensure a coordinated approach to managing your wealth.
* Brokerage offered through Investors Group Securities Inc. ( in Québec, a firm in financial planning ).