Lepper Financial Services| Welland ON

About us

Lepper Financial Services is a company in the Niagara Region. We offer financial advice and wealth management strategies to families and small to medium size business clients.

Our unique logo conveys several meanings. As a financial services organization, we certainly want to grow the wealth of our clientele and maximize its transfer to future generations or philanthropic interests. To this end, we chose the leopard. It is vigilant and on the prowl for the best private and public investments, insurance products, and legal structures which can maximize our client’s wealth. In addition, the old saying ‘a leopard can’t change its spots’ is fundamentally applied with all of our client’s cooperation. We understand that circumstances change over time, yet at each transition, we tailor our services to meet your needs, your lifestyle and your financial situation. We are here to serve you. As for the colours? Is there anyone out there that wouldn’t like to see a little more of the ‘green’? We thought that gold would be pretty good, too.

Director

Jamie Lepper, BA, BEd, CLU
FPSC Level 1 ® Certificant in Financial Planning
Chartered Life Underwriter
Investment Representative
Office:
905-932-GROW (4769)
Cell:
289-213-6449
Jamie Lepper | Lepper Financial Services | Welland ON
CLU FPSC Level 1

Administrative Assistant

Rossana Bonfilio
Administrative Assistant
Office:
905-932-GROW (4769)
Rossana B

As an administrative assistant at Lepper Financial Services I ensure efficient functioning of the office. Some of my key duties include data management and working with CRM databases. My administrative skills include organizing files, scanning client documents, updating the company website, preparing letters, corresponding with insurance companies, greeting clients coming into office, organizing monthly business expense receipts for accurate bookkeeping and year end balancing.