Lonnie Leitch - BMO Financial Planner
Lonnie Leitch is a BMO Financial Planner based in Lacombe, Alberta, offering financial planning and investment services through BMO's platform.
- Emphasis on tax & financial planning
Strong fit for tax & financial planning.
Lonnie Leitch is a BMO Financial Planner based in Lacombe, Alberta, offering financial planning and investment services through BMO's platform.
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What they're known for.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Ponoka families.
Ponoka, AB
Compare with similar Ponoka providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Lonnie Leitch - BMO Financial Planner · this provider | — | — | Tax & Financial Planning |
| Paterson & Company | — | — | Wills & Estates |
| MNP LLP - Accounting, Business Consulting and Tax Services | — | — | — |
| Triad Financial Planning | — | — | — |
| Rowland, Parker & Associates LLP | — | — | — |
| Agriculture Financial Services Corporation (AFSC) | — | — | — |
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