Skip to Main Content

Canada (EN)

Brendan Leis, PFP, QAFP


Let's work together to achieve your financial goals

My Commitment to You

My passion is applying financial knowledge and skills to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend strategies for reaching your goals—whatever they may be!

Languages Spoken: ENGLISH

Contact Me

Phone Icon (250) 258-4644

Location IconKELOWNA, BC

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

Reports & Insights

Global Investment Outlook Thumbnail

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook

Economic Outlook Thumbnail

Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

Should You Run With the Herd? The Bandwagon Effect Explained

Discover More

Passive Income: How to Make Your Money Work For You

Discover More

Thanks, Dad! How Faël’s Early Money Lessons are Paying Off

Discover More