“My friends describe me as loyal, out-spoken and supportive. I have been told that I am the person they come to for advice on how to handle a situation or problem because I always tell it like it is.”
Before joining SFP Wealth in 2019, Leslie served as a Practice Manager for John Farrelly's team for over twenty-five years. Leslie has been instrumental is ensuring the smooth transition of her clients into the SFP Wealth practice. Her main focus within the practice is to establish and service investment accounts, handle asset transfers, re-registration changes, cash needs and risk tolerance changes. Leslie’s ongoing relationships exemplify her caring nature and desire to always do what is best for her clients.
Outside of the office, Leslie enjoys time with her family at the beach, biking, kayaking, and traveling.