Harold Leishman

Senior Investment Advisor

Harold is a wealth management professional and third generation venture capitalist; and one-half of an avid set of parents to three terrific kids.  Harold is the founder of the Leishman Group, which enables entrepreneurs to effectively access the capital markets to further grow the businesses and source strategic guidance.  The Leishman Group also insures that as entrepreneurs succeed that they have top-flight advisory support to protect and further grow and diversify their new wealth.  With the recent boom in technology ventures in British Columbia, Harold has taken a thought leader position in educating entrepreneurs in how to scale their ventures while simultaneously having liquidity events. 

 

By limiting his practice to a select number of families, he takes the time to understand his clients in a meaningful way and be responsive to their changing circumstances.  He is diligent in the pursuit of client satisfaction and forthright in the discussion of results.

 

Harold's earliest memories include passionate discussions between his father and grandfather, while he and his future entrepreneur brother looked on and judiciously contributed to the never-ending and always entertaining family business of finance and venture capital. 

 

Harold is a graduate of Mt. Alison University, where he majored in philosophy & literature.  Upon graduation and a year of business exploration - trying his hand at a variety of enterprises, including being a "fishmonger" - he returned to Vancouver to work for his family business in venture capital. 

Julie Catling

Vice-President & Investment Advisor

Julie began her career in the industry more than 20 years ago when she was recruited by a leading Canadian Investment firm in Winnipeg. 

She is a trusted advisor with a global roster of valued high-net-worth clients who depend on her to source opportunities and manage wealth. Client service, integrity, results and relationship building have remained the hallmarks of her business approach. Julie travels extensively to provide face-to-face service both to international and local investors.

Julie's community involvement started more than 15 years ago when she became a member of the Auxiliary Unit of the Canadian Coast Guard in West Vancouver. After her move to Vancouver she has been a part of numerous Charity organizations; Boat for Hope in support of Variety the Children’s Charity, The Canadian Cancer Society’s Daffodil Ball, the Canucks Autism Network working together with the West Coast Fishing Club on the Fishing for Kids annual Tournament and the Canadian Breast Cancer Foundation BC’s Yukon – Nite of Hope North Shore.  Julie received the Corporate Hero Award from Variety Club, recognizing a corporate friend who goes above and beyond.

Strategic Partner

Brent Woyat

Portfolio Manager

Brent is an Investment Advisor and Portfolio Manager in Vancouver providing personalized wealth management services to retirees and pre-retirees who want to protect their capital and ensure that their money lasts them a lifetime.

 

"My mission", Brent says, "is to help clients take the worry out of managing money. I emphasize personalized wealth management because all of my clients have different financial goals and are best served by strategies customized for each client's unique needs.

 

An investment professional since 1987, Brent has the kind of in-depth knowledge that comes from navigating through both good and bad markets for over 28 years. His credentials include a Bachelors Degree in Economics from the University of British Columbia and two professional designations: the Chartered Investment Manager (CIM) and Chartered Market Technician (CMT). Earning those designations provided him with the necessary skills to serve as a discretionary investment manager.

 

Due to his experience and training, Brent has become a versatile financial professional qualified to help clients with services ranging from retirement and estate planning to investment management and tax strategies. His services have led to a loyal, growing clientele.

Xaviera Tam

Associate Investment Advisor

Xaviera takes care of all administrative needs and acts as a conduit between clients, back office management and the team. Like an air traffic controller, Xaviera ensures things are done quickly and efficiently. She has been in the industry since 2005. Aside from her administrative duties, Xaviera is licensed to give quotes and execute trades . She is known mainly for her high standards and attention to detail.

Before joining the industry, Xaviera was a student at Simon Fraser University, where she obtained her Bachelor of Business Administration with a concentration in Finance. She has also taken an introductory Mining Course at the British Columbia Institute of Technology (BCIT) and in 2017 completed her Traders Training Course.