Wes has been a member of Leavitt Group Private Wealth Management since its inception and has over 17 years of experience as a Financial Advisor. He earned his Bachelor of Management degree from the University of Lethbridge, majoring in both Accounting and Finance, and went on to complete his CERTIFIED FINANCIAL PLANNER® designation. Wes later enhanced his professional credentials by obtaining the Chartered Life Underwriter (CLU) and Registered Retirement Consultant (RRC) designations.

He has extensive experience in comprehensive wealth management and focuses on delivering meaningful value to clients through advanced tax planning, cash flow management, and integrated insurance strategies. He works closely with both individuals and corporations to create customized financial solutions that balance growth, security, and long-term sustainability. Wes believes that effective financial planning combines technical expertise with a deep understanding of each client’s goals, ensuring strategies are both practical and purpose-driven.

Beyond his professional role, Wes is devoted to his family and community. He enjoys spending time with his wife Hallie and their five children, and is an avid sports enthusiast who has dedicated many years to coaching youth sports in the community he proudly calls home.

Request an appointment