As a veteran of the financial services industry since 1977, Bob provides innovative solutions to his client’s problems. His areas of expertise include wealth accumulation, estate planning, and employee benefits solutions.
Bob's designations in the financial services field include Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC) and he is a member of the Institute of the Chartered Life Underwriters of Canada, and the Financial Advisors Association of Canada (Advocis.)
Bob has been a member of the Rotary Club of Kamloops Daybreak since 1986 and is the past president of the Boys & Girls Club of Kamloops. He is a proud current member of Advocis and a past president as well.
Jon’s area of expertise is employee benefits and financial planning. His knowledge in these areas allows him to better address the needs of business owners and the individuals they employ. He believes strongly in a comprehensive approach when planning and creating solutions for his clients.
He is devoted to making a real difference and giving back to the community. He is a member of Rotary and also works closely with not for profit and community service organizations to help provide them with cost effective and specialized group benefit plans.
He is a proud member of the financial advisors association of Canada (Advocis) and the Financial Planning Standards council (FPSC). He acts as chairman of the board for the Rotary of Kamloops Daybreak funding committee.
Leanne joined Corrigan Financial Group in January 2011. After an extensive career in customer service and health & safety which has taken her all the way from Banff, Alberta, to Whistler and Fort St. John, and back to Kamloops, BC. She joined the family business as a licensed advisor.
Leanne enjoys advising and putting her knowledge and experience to use to strengthen and foster relationships with clients in areas such as mortgage protection, life and disability insurance, investments, debt management & banking.
Leanne is a proud member of the Financial Advisors Association of Canada (Advocis.)