A knowledgeable and experienced portfolio management team
When you put your trust in Leib Zeisler, you are working with a professional who cares. Leib has achieved top-ranking results, award recognition, and offers best-in-class service. We do not advertise. We do not buy business. We only grow by referrals.
We deliver fully customized portfolios based on a clearly defined investment philosophy, reliable execution, and a collaborative personal relationship.
You have access to the resources and expertise of RBC Dominion Securities. This includes an unparalleled selection of investments, plus top-ranked research and strategy, and a team of wealth management specialists focused on providing high-level expertise in financial planning, will and estate review, tax strategy and insurance solutions.
Meet Our Extended Team of Wealth Management Specialists
Monika Zarzycki, BBA, CA, CFP Financial Planning Specialist
Monika is a Charter Accountant (CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants' In-Depth Tax Course. Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients. Monika's primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.
Jeff Unruh, CMA, CFP Financial Planning Specialist
Jeff has been in the financial planning industry since 2000 providing tax and financial planning services for both individuals and business owners. As a Certified Financial Planner (CFP), Jeff works with and supports investment advisors and their clients at the Dome Tower branch of Dominion Securities. Jeff's focus is on understanding your current financial situation and objectives to identify strategies to help you achieve your life goals.
John Simes, LLB Will & Estate Consultant
John works with your Investment Advisor to provide information on how to structure your estate in an efficient and tax-effective manner. Following your meeting, John will provide a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant. John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.
Coady Cormier, LLB, CFP, TEP Tax and Estate Planning
Working with high net worth and ultra-high net worth families, Coady's guidance in tax and estate planning supports clients in their relationship with their investment advisor. Coady's background includes the CICA In-Depth Tax Course, a law degree from Dalhousie Law School and a finance degree from Bishop's University. He was called to the Ontario Bar in 1992 and the Alberta Bar in 1998. Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association and the Society of Trust and Estate Practitioners.
Mike Macoun, CLU, RHU Insurance Specialist
Mike employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. He has access to insurance solutions from the top-ranked insurance providers in Canada. He has acquired the Chartered Life Underwriter and Registered Health Underwriter designations and been in the insurance business since 1988.