Globe and Mail with SHOOK Research AwardsOffice News
The SHOOK awards showcase advisors who have gone above and beyond to provide best-in-class financial advice to their clients and demonstrate a commitment to service within the Canadian wealth industry.
Canada’s Top Women Wealth Advisors 2023
CELEBRATING WOMEN WEALTH ADVISORS WHO ARE RAISING THE BAR FOR THE WHOLE INDUSTRY
Leanne has been recognized among Canada’s Top Women Wealth Advisors, a new ranking for 2023 that is part of The Globe and Mail’s and SHOOK Research’s prestigious Canada’s Top Wealth Advisors program. The Women Wealth Advisors’ showcase female advisors from across the country who manage exceptional businesses and who are raising the bar for the industry.
The 100 best women advisors in the industry as ranked by SHOOK Research, is presented by Report on Business magazine and SHOOK Research, celebrating female wealth advisors.
Best in Province Wealth Advisor 2022
In 2022, Leanne was named as one of Canada’s Top Wealth Advisors: Best in Province, presented by The Globe and Mail with SHOOK Research. These advisors have gone above and beyond to provide best-in-class financial advice to their clients, and demonstrate a commitment to service within the Canadian wealth industry.
Finances might be global, but when it comes to choosing a financial advisor, investors often look closer to home. The Best in Province rankings identify top advisors in every province to shine a spotlight on advisors doing great work outside Canada’s biggest cities. The award highlights advisors who are providing that full service for their clients and who are going above and beyond.
Leanne Kohtala is a Portfolio Manager and Senior Financial Advisor with Your Plan by Kohtala Financial, a Manulife Securities Incorporated office based in Timmins, Ontario.
Her boutique financial planning firm is dedicated primarily to the financial success of business owners and their family members. Leanne is supported in her service excellence by a Financial Advisor Associate and an Administrative Assistant.
Leanne was born and raised in rural Manitoba, and earned a Bachelor of Commerce with a Finance major from the University of Manitoba. She began her career in the Toronto area as a commercial banker, spending two years in the insolvency unit. A transfer to Timmins in 1992 marked the next phase of her career, as she began working with a major individual life insurance company. Discussing financial hopes and concerns around kitchen tables was the primary source of her career fulfilment. In 1999, she moved to Manulife Securities Incorporated to provide her clientele with a wider range of financial solutions.
Leanne has always been a leader in progressive industry practices. She was an early adopter of transparent asset-based fee pricing, and was the first in her region to move to a discretionary wealth management platform. Leanne uses a cash-flow matched, goals-based investment approach, so that every client’s portfolio is tailored to their life stages and aspirations. A significant number of clients have over 20 years of history under Leanne’s stewardship.
Leanne spends considerable time coaching her colleagues on practice management and converting a traditional practice to a discretionary wealth management platform. Her ability to structure her practice efficiently helps her deliver exceptional client service.
Leanne has been happily married since 1993 and has two adult children. She enjoys active travel, having completed the Inca Trail, as well as cycling tours of Vietnam, Spain, and Italy. A cycling trip to Croatia is planned for fall of 2023.