Wes Leavitt CFP, RRC, CLU, B.Mgmt-Accounting and Finance

Executive Financial Consultant

Wes Leavitt has been a member of Leavitt Group Private Wealth for 12 years. He is the current  Executive Financial Consultant of the Group and has served in that capacity since 2019. Wes graduated from the University of Lethbridge with a Bachelor of Management, majoring in both Accounting and Finance. He then completed his two-year CERTIFIED FINANCIAL PLANNER® designation. Later he added both his CLU and RRC designations as well.

While working with clients, Wes focuses on adding value through tax planning and cash management for individual and corporate accounts. He also emphasizes the importance of integrating insurance products into professional portfolios as a risk management and wealth generation tool.

Wes enjoys spending time with his wife Hallie and their five children. He is also an avid sports fan and has been involved in coaching youth sports in the community for several years.

Art Van Gaalen CFP, RRC

CERTIFIED FINANCIAL PLANNER®

Art Van Gaalan brings 20 years of experience as a CERTIFIED FINANCIAL PLANNER® professional to the Leavitt Group. He offers guidance in tax and estate planning. Art also provides clients with advanced savings strategies designed to accelerate wealth accumulation. He takes pride in providing clients with a plan that is specific to their current situation, and tailored to achieving their long term goals.

Recently an empty nester, Art enjoys going for long walks with Janet (soulmate and wife of soon to be 30 years) and Boxer Zoe. He also loves going to Mexico for vacations and has plans for many more trips in the future.

Taylor Rice CFP®, RRC®, B.Mgmt-Finance

Executive Financial Consultant

Taylor Rice graduated with Great Distinction from the Dhillon School of Business with a Bachelor of Management, majoring in Finance. He has since gone on to earn his RRC® designation and complete his 3-year CERTIFIED FINANCIAL PLANNER® designation. As an Executive Financial Consultant with Leavitt Group Private Wealth, he focuses on providing comprehensive financial planning solutions that synchronize all aspects of financial life for both individual and corporate accounts. He believes that strong personal relationships are a vital part of conducting his business, and focuses on building and strengthening these relationships through mutual trust and respect.

Taylor enjoys spending time with his wife Nicole travelling and doting on his beautiful daughter. He is also an avid sportsman and loves the outdoors. When he is not in the office, Taylor can be found hunting or fly fishing across Alberta.

Jared Steed B.Mgmt-Accounting

Associate Consultant

Jared’s background in accounting and management developed a foundation for designing comprehensive financial plans for individuals and corporations. His interpersonal skills and experience with varying investment structure make him well suited in servicing high net worth client needs.

Jared is also specializing in raising daughters, as he has 3, and hopes to master it someday. He enjoys spending as much time as he can with them and his wife Kim. He is also an avid music fan. Performance and studio recording is where he spends some of his free time.

Stacey Fox

Executive Assistant

Stacey joined the Leavitt Group in 2018 after spending almost 10 years in retail banking. Her banking knowledge is an asset to the team, and she has expanded on it by earning her Investment Funds License. She is available to clients when they need assistance with their accounts via phone and email. Her responsibilities also include accurate processing, problem solving and compliance.

When not in the office helping clients, she is at home with her husband and two boys.