The Lee-Owe MacLeod Team
KEVIN MACLEOD, CFP | Partner
Good advice was a rare commodity 20 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and – having recently sold his retail business – he was seeking a new career. After a yearlong search, Kevin sought financial advice as a means of securing his future. Instead he found a passion for financial services and his future was realized. Kevin earned his CFP designation and set out to educate people on money matters, one client at a time. As a focused and passionate leader, Kevin’s greatest reward comes from helping clients make informed financial decisions. “There are two things we have no control over: the markets and life. We help our clients make great decisions that are designed – among other things – to weather the unexpected.”
Joe Lee-Owe, PFA | Partner
Joe started his career on the supply side of the Financial Services industry. In this role, he was exposed to Financial Advisors in a variety of different practice structures and personalities. That was when he discovered that his real passion lay in working with individuals and families to achieve their financial goals, and giving them the best possible experience while getting there. He joined McClary Financial to learn the business from the inside out and eventually took on the lead role himself. A true problem solver, Joe enjoys finding unique and creative means of resolving client financial issues — whether it be retirement, tax or estate planning. Joe is a people person through and through which is why his meetings are as much about connecting with clients personally, as they are about helping them find a path forward. When not in the office, Joe spends his time coaching soccer and traveling with his wife and kids.
KEN SERR, BCOMM, CFP | FINANCIAL PLANNER
Ken has been employed in Accounting, Management and Finance positions since 1980, and has been an active member of his community for many years. He was awarded the Alberta Centennial Medal in 2005 for recognition of his outstanding service to the people and province of Alberta. Ken is a former instructor in the Business Faculty of the Medicine Hat College, former Chairman of Medicine Hat School District #76, and former Co-Chair of the Child and Family Services Authority of South Eastern Alberta. He is currently an active volunteer for the Medicine Hat chapter of the Children’s Wish Foundation of Canada. Ken completed a Bachelor of Commerce degree at the University of Calgary and in 1999 earned the Certified Financial Planner designation. “Educating clients to help them make sound financial decisions for their future is the most important thing I do.”
Benjamin Macburnie | associate Financial advisor
Financial planning is not just about numbers; it's about empowering individuals to take control of their present and future by creating a life of financial well-being, peace of mind, and the freedom to pursue your passions.
With a strong background in Financial Services spanning 14 years. Ben strives in helping clients achieve financial security by eliminating the guesswork from their present and future financial goals. With his expertise in financial planning, investment planning, and retirement planning and funding, and a genuine desire to make a positive impact on clients' lives, he is committed to delivering exceptional service that caters to your unique needs and goals.
Beyond his professional pursuits, he can be found enjoying his hobbies such as hockey, snowboarding, traveling, and gardening.
cARRIE SILVER | CLIENT ExPERIENCE MANAGER
Carrie comes to the Financial Services industry from a career in hotel management where she did it all! She managed a staff of 30 people, was an administrator extraordinaire, successfully led the hotel with ‘A’ level inspection ratings and took on the project management role for renovations and demolitions. She has an eye for style and loves interior design almost as much as she loves ice cream! Which is why you will find her in a kickboxing or spin class during her free time when she is not hanging out with her daughter and best friend of 19 years.
MIRA SilAghi | Client services manager
Mira brings extensive Financial Administration and Financial Planning experience from previous roles with a few different well established advisory offices in Calgary. This real-world experience & strong work ethic coupled with a Bachelor’s degree in Commerce with a major in Business allows Mira to provide clients with an exception experience, ongoing support and a high-level of client service.
When Mira is not working, she loves spending time with family and friends, enjoying long walks and hiking.
DEB SAUER, ACS, AIAA | INSURANCE ADMInistration
Deb started her career in Insurance in client service and moved into Operations Management for some years. She has gained the service, product and operational knowledge to better support our clients through her 20 plus years of industry experience. Before being introduced to the Insurance Industry she was standing on top of a sluice box, doing what most of us just watch on a reality show – she was mining for gold in the Yukon! She also homeschooled her kids and took care of a bustling household. Throughout her journey both personally and in business she learned the value of being patient, the art of multi-tasking, and is passionate about doing what is best for the client. Deb easily adapts to situations by listening intently, not to mention she always has a great story to share. “Customer service is not a department it is an attitude….Always give people more than what they expect.”
Zuzana Ondrejkova | Senior client Service Administrator
Zuzana started her career as a Financial Planner in Slovakia before she moved to Canada with her husband and daughter, almost 14 years ago. She continued to build on her experience in the financial field in one of Canada’s biggest MGA offices - ABEX Brokerage Services Inc., providing marketing and sales support to advisors on the insurance side. After the birth of her second daughter, Zuzana worked for Certified Financial Advisor as Personal Assistant and Senior Administrative Assistant for insurance and continued to gain broader knowledge of investment side of the business. In her free time, Zuzana has a very active lifestyle. She likes all kinds of art and music, enjoys exercising early in the morning, performs traditional Slovak folk dances and songs and you can often find her at the top of one of the peaks in the Rocky Mountains. "Treat others the way you want to be treated " is a mantra that Zuzana lives by.
