MEET YOUR TEAM

A solid financial plan will help you balance today’s needs and lifestyle with longer term goals.
We can get you started in securing your financial future. We use a team-based approach, providing clients with access to four dedicated professionals who help support their financial needs

Leanne Kohtala

Portfolio Manager, Senior Financial Advisor - Manulife Wealth Inc.
Life Insurance Advisor - Manulife Wealth Insurance Services Inc.

Education: Bachelor of Commerce, Finance

Designations: Chartered Investment Manager, Certified Financial Planner, Registered Financial Planner

My first mission is to work closely with you, to discuss and define your financial goals
Once your priorities are established, my team and I create a unique, cash flow based financial plan for you and your family
I then manage and monitor your plan via discretionary portfolio management, and sophisticated financial planning tools
I make myself available to address your ongoing enquiries about Your Plan and conduct ongoing regular reviews to ensure the success and health of your plan long term

Kaila Seguin

Financial Advisor Associate - Manulife Wealth Inc.
Life Insurance Assistant - Manulife Wealth Insurance Services Inc.

Education: Dipl. Finance

Designations: Chartered Investment Manager

I have been working in the financial industry since 2008 in various progressive roles.
As we work in a team environment, I assist in creating Your Plan for our new clients, and ongoing financial planning, insurance and investment services to existing clients. I am a point of contact for investment/tax inquiries for clients.
It is my end goal to manage and develop my own group of clients, at Your Plan by Kohtala Financial.
I am the primary lead for a group of clients at Your Plan by Kohtala Financial.

Katerina Antipas

Investment Advisor Assistant - Manulife Wealth Inc.
Life Insurance Assistant - Manulife Wealth Insurance Services Inc.

Education: Diploma Business Administration

I have 10 years of experience in the financial services industry.
I am passionate about helping clients feel informed, supported, and confident in their financial decisions.
As an integral part of the team, I support new and existing clients with financial planning, insurance, and investment services.
I am dedicated to ongoing professional growth through continued learning and industry credentials.

Brigitte Bouvier

Administrative Assistant

I manage the appointment calendars for the office
I manage reception services, both on the phone and in the office
Client documentation preparation and processing are my responsibility
I assist clients with their on-line account access, as well as general account inquiries.