Wes Leavitt CFP, RRC, CLU, B.Mgmt-Accounting and Finance

Executive Financial Consultant

Wes Leavitt has been a member of Leavitt Group Private Wealth for 12 years. He is the current  Executive Financial Consultant of the Group and has served in that capacity since 2019. Wes graduated from the University of Lethbridge with a Bachelor of Management, majoring in both Accounting and Finance. He then completed his two-year CERTIFIED FINANCIAL PLANNER® designation. Later he added both his CLU and RRC designations as well.

While working with clients, Wes focuses on adding value through tax planning and cash management for individual and corporate accounts. He also emphasizes the importance of integrating insurance products into professional portfolios as a risk management and wealth generation tool.

Wes enjoys spending time with his wife Hallie and their five children. He is also an avid sports fan and has been involved in coaching youth sports in the community for several years.