Bill Koenig, CFA

At our firm, headquartered in beautiful Calgary, Alberta, we specialize in delivering a wide range of financial, investment, and long-term wealth management services tailored to meet the unique needs of individuals, families, and businesses across the world.

With a diverse team of experts, we adopt a strategic and innovative approach grounded in realism, prudence, and integrity. We are committed to providing reliable and comprehensive solutions, prioritizing sustainability over quick fixes and shortcuts.

We are a group working under Leede Financial Inc, a Canadian based independent, full‐service investment firm and a member of Canadian Investment Regulatory Organization (CIRO), and a member of the Canadian Investor Protection Fund (CIPF).