ABOUT

Eila Akbari, CIWM, CIM

Partner

As a Certified International Wealth Manager (CIWM) and a Chartered Investment Manager (CIM), Eila primarily works with incorporated professionals, pre-retirees, and retirees who are deliberate and keen on retirement planning. Through pension-style management and planning, he continuously seeks to preserve clients’ capital and provide stable income through various market cycles. With tax efficiency and downside protection being key components for his clients, they can be confident that through active management and advice they will be well looked after throughout their retirement years. In addition, Eila and his team have the proficiency, resources, and skillsets to explore estate planning strategies, trusts, and corporate restructures to mitigate taxes and simplify complex situations to ensure the clients’ legacy is preserved and their wishes realized.
 
Eila truly believes in building genuine, long-lasting relationships with his clients and continues providing cutting-edge advice as they evolve through various stages of their lives. Financial Planning is about consistency, reliability, predictability, and efficiency. It is purpose-driven and the process is dynamic rather than static. “In a world where change is constant, I understand that our clients’ needs will change and therefore we will adapt accordingly.”
 
Eila is happily married where he and his wife enjoy trying new foods and craft cocktails around town. When not at work, or indulging in new cuisine, Eila maintains an active lifestyle through various sports such as mixed martial arts, weight training, and soccer. He is also a car enthusiast, an avid traveller, and actively involved with Make a Wish Canada.

Jeni Versteeg

Partner

Jeni’s career focus on insurance and financial services spans 20+ years. She brings a powerful combination of expertise and experience to her advisory role, giving her clients the depth and breadth of her insight to inform sound decisions and safeguard their future. As an independent advisor, Jeni’s focus is to create a budget-friendly, custom insurance solution that works for each person’s unique situation, with the flexibility to evolve through different phases of life.
 
Jeni approaches client relationships with authenticity and an abundance of care. “This business is personal. Safeguarding your financial wellness and protecting your family’s future is so important, and I help people by making the process simple, transparent, and practical.”
 
A mother to two boys, Jeni lives in Cloverdale, British Columbia. In her time outside of work, she devotes herself to family, friends, and volunteerism. She has spearheaded a number of successful fundraisers on behalf of schools and non-profits, and is a passionate advocate for those who face the challenges of autism, single-parenting, low-income, and elder care. 

Leslie J. Canavan CLU, CHS, RFC, CPCA

Founder & Legacy Advisor

Leslie Canavan is the founder of Leslie J. Canavan Insurance Services Ltd. and has been providing insurance, retirement income planning, and estate planning to individuals and businesses for over 45 years.

 

Angela Wheatley

Client Relations Manager

 Angela has a wealth of knowledge and experience in financial services, as she started working in the financial services industry almost immediately after obtaining her degree in Finance from the University of Manitoba.

Angela is also a Certified Financial Planner who feels that educating others so that they can make informed decisions is imperative in this world of information overload. She is passionate about estate planning and has hosted numerous education sessions.

In a day and age, where customer service has taken a back door to phone menus and sitting on hold, Angela prides herself in the fact that if you need help, you can phone her direct number, leave a message, and know that you will get a callback.

Angela loves spending quality time with her family and when she is not working, you can often find Angela watching the news or volunteering at her church. Her favorite pastimes include hiking and watching Columbo re-runs on Sunday afternoons.