Leavitt Group Private Wealth Management is a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. Located in Lethbridge, Leavitt Group Private Wealth is the only Private Wealth team that serves high net worth clients in Southern Alberta and British Columbia directly.

Our mission is to assist clients to reduce tax, preserve capital and increase net worth by providing total solution financial life planning. We use sophisticated strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.

With more than 90 years of combined experience, Leavitt Group Private Wealth Management will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations as a business owner, or are evaluating the best options to share your wealth, we will strive to ensure that you have a sophisticated and well-maintained financial plan that synchronizes all aspects of your financial life.