The Mamchur Vasquez Group Home

Professional Wealth Management

Comfort, Security, and Simplicity

Thank-you for taking the time to explore your options. You have an abundance of choice when hiring a Portfolio Manager and I am grateful for the opportunity to explore whether you and I will be a good fit for each other.

Each morning your portfolio manager, should wake up, as I do, and look forward to their day. This role needs to be a passion. I am blessed to partner with incredible clients who embrace true wealth and have decided to delegate (day-to-day) portfolio strategy, freeing them to use their time for what is important to them.

You and I will be partners together and you will experience comfort, security and simplicity. I will have a fiduciary duty with you, so feel free to rely on my guidance, expert navigation, and professional standards. More than anything, you will experience my personal care for you, your family and each one of your dreams.

With limited clients by design, you will experience a personalized relationship with me as well as with your dedicated team.

Thank you for considering my services for the stewardship of your wealth.

I look forward to continued discussions,

Leanne M. Mamchur, CFA, CFP, FMA

For reviews from Private Individuals, Accountants and Colleagues please click here.

TESTIMONIAL

Over thirty years ago I started a minimum RRSP with a minimum investment and slowly, with the expertise of the investment management team, managed to put together a portfolio. And, during this time, I was moved from one investment representative to another ending up with Leanne Mamchur several years ago. For the first time in my investing world, she made suggestions that were pivotal to the smooth management of my funds with the strategies she implemented that made my personal processes easier. As a result of her personal interest in my needs, when she changed firms, I moved my funds (which had been with my prior investment management firm for over twenty five years). This was no easy decision to make in some ways and very easy in others. The reason I ultimately followed her to CIBC was her personal attention to my issues and needs. She has been sensitive, professional and knowledgeable of the services I require. I would highly recommend her if you are looking for someone who will listen to your concerns and act on them to the best of her ability given what is available.

- Sharon Fox

Address

500 Centre Street SE

27th Floor

Calgary, AB T2G 1A6

Telephone number: (403) 476-0161

Fax: (403) 264-1030

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