maritza@trailanefinancial.com

403 247 9275 (EXT. 3)

1 877 299 8336 (EXT. 3)

Maritza Meneses-Leach

Junior Advisor

In 2019, a friend invited me to attend a presentation about what I thought would be about a new company. It turned out to be a life-changing presentation on “How to become an Insurance Agent”. During the presentation, it became clear that I needed to know more about managing my family finances. Right then and there, I decided that I wanted to become a licensed Life and Living Benefits and Wealth Advisor to better help my family and friends.

The importance of wanting to live a comfortable life in retirement and to have the ability to leave a legacy, either to family or charity, is a goal I truly understand and wish to help all my clients achieve.

Outside of my work with Trailane Financial, I hold a completed University Degree in Tourism Administration from Mexico City. After immigrating to Canada with my husband, we opened two small companies called Creative Concepts Marketing and SCL Security Services, which we co-own. I am also on my way to becoming a seasonal lecturer at the South Alberta Institute of Technology in Marketing and Sales.

With these experiences, I believe I am qualified and comfortable understanding those in the business community as we have all encountered similar challenges and opportunities.

I thoroughly enjoy working with small to medium company owners that have a desire to drive in a competitive market and ensure that, in case of an emergency, their business and their families are protected.

In my personal time, I am the President of the Junior League of Edmonton Chapter. It is a women’s organization that develops the potential of women through volunteerism, training, friendship, and support. We improve our city and the lives of people in it by giving women the chance to build their leadership skills, form lasting friendships with others in their community, and work with causes that they care about. I am also a part of the parent committee for the 2051 19th Alberta Dragoons Cadet Corps.

As a mother of two beautiful young women, I used to be involved in the parent committee of their ballet school for over 12 years. It kept me youthful and busy, and I loved being able to see my daughters enjoying their time at the ballet. As a Latin woman, I love to dance! I also enjoy listening to the radio, and when I have a moment, I like to read mystery novels and books about historic figures. One of my absolute favorite things to do is to play games and build our traditional 3D puzzle with my family during the holiday.

Client Appreciation

Lisa picked up my spirits and made me believe in my own ability to handle all aspects of my money.

We highly recommend Lisa as an integral part of a business planning process. She demonstrates a high level of competence through her resourcefulness, expertise and working knowledge. She is particularly good at asking concise and clear questions which allows her to fully understand her client’s needs and provide the best plan for her clients.

Mark is patient and knowledgeable, always willing to answer any questions or concerns I may have. He has my best interests at heart and I feel he truly cares about his clients.

Lisa has been patient, encouraging and non-judgmental about all of my financial concerns and questions.

Kevin was amazing at helping us create a plan for the present and our future.

Mark came up with the perfect combination of insurance to both cover me so my daughter wouldn’t suffer financially if I died and also gave me the peace of mind knowing her education is taken care of.

He (Mark) is extremely competent and we like him a lot, he is easy going, no pressure selling and he knows exactly what we need…

They are a great bunch of people and I am more than happy working with them, if you are in business I would recommend them wholeheartedly.

You (Liliana) were so nice and very helpful throughout the whole process! The service was beyond amazing!

It has truly been an amazing experience and I am definitely looking forward to building my financial portfolio with Trailane Financial!

I am so grateful for Lisa’s expertise and look forward to soon learning more about investing under her guidance.

It has been a pleasure to work with Lisa as she takes the time to get to know her clients and their needs so that she can tailor a program that works with their needs and budget to cover the bases that are most important.

Mark has my best interests at heart and I feel he truly cares about his clients.

I am excited to work with Lisa and associate Kevin in my future and I KNOW that my finances are in good hands!

I am so grateful to both Kevin and Lisa for their combined efforts to open a new way of thinking about my future and the legacy I leave for my children!

Lisa demonstrated her skills, values, and expertise with us specifically by helping us to streamline our group benefits offered to the management and staff.

Lisa has become my financial adviser and I haven’t looked back since.

We are now getting more out of our money and feel more secure about our future!

He (Mark) keeps me on the straight and narrow financially, he is a great planner and gives me confidence knowing our future is bright.

 

They have put in place a great benefits package for our staff that is really helping us with staff retention.