Leonard Cardiff
Some financial planners focus strictly on numbers and spreadsheets, building plans that look good on paper but miss what really matters—your life. Leonard Cardiff takes a different approach.
Len is the guy who remembers your kids' names, your favourite dessert, and that time you had to cancel your trip to Greece because your basement flooded the night before your flight. He gets that money isn’t cold and calculated—it’s messy, emotional, and deeply tied to the life you want to live.
Raised in a family where money didn’t grow on trees (or anywhere else, really), Len saw firsthand how financial stress shrinks opportunity. But that’s where Len learned something that shapes every conversation he has now: numbers might tell a story, but they don’t always tell your story. The real work starts with listening.
His guiding belief? Wealth should work for you—not the other way around. People shouldn’t feel guilty dipping into their savings for a vacation, supporting their kids, or renovating their dream kitchen. Len’s planning style balances confidence in the future with freedom in the present, giving you the permission to enjoy what you’ve earned without guilt.
Farmers in the Okanagan Valley. Business owners juggling payroll and profit margins. Parents wondering how they’ll fund their kid’s hockey dreams without restricting their retirement savings. Len’s spent years in those conversations, rolling up his sleeves and figuring it out side by side with his clients.
At Cardiff, Lee & Associates Wealth Management, Len’s built a reputation not just for smart planning, but for caring when things feel chaotic. Clients call him about more than RRSPs and TFSAs. They reach out when life feels complicated or the future feels uncertain—Len’s there for all of it. Not with a lecture or sales pitch—but guidance when it’s needed, comfort when words are hard to find, and sometimes just a sympathetic ear.
When you work with Len, you’re not just getting an advisor—you’re gaining a trusted partner who truly cares about you, your family and your future.
Because money isn’t just numbers—it’s life. And Len’s there to make sure you live it well.
Brad Lee B.Sc, M.Sc, CFP®
With a passion for helping clients achieve their financial goals, Brad brings a wealth of experience and a personalized approach to IG Wealth Management. Since 2004, Brad has built a reputation for delivering tailored financial strategies that align with each client's unique needs and aspirations.
Brad holds Bachelors and Masters degrees in Agricultural Economics from UBC, and is a CERTIFIED FINANCIAL PLANNER. Known for his dedication and integrity, Brad takes pride in fostering long-term relationships with clients, guiding them through every stage of their financial journey.
Outside of work, Brad enjoys racing triathlons, cycling, skiing, and outrigger paddling, which brings a well-rounded perspective to his professional life. As a proactive and empathetic advisor, Brad is committed to making a positive impact on the lives of clients and the community. He believes financial planning is like long-term competitions, requiring navigation through the bumps and turns of life, to achieve your financial goals.
Brad has previously acted as one of the directors for Ironman Canada, and for events with the Penticton Triathlon Club.
In a world where you can be anything, be kind.
Abigail Marshall
Born and raised in Edmonton, Abigail's fascination with geography and the natural world blossomed early. She pursued her passion at the University of Alberta, earning a Bachelor of Science in Geography and actively participating in the university's ski team.
Abigail's career began as a land use planner and public land administrator, managing resources and advising on sustainable development. Her expertise led to a role as a library technician and curator of a university map collection.
She has significantly contributed to land use planning, business improvement, and economic development, excelling in data management, report creation, and ensuring compliance. Since 2017, Abigail has supported Financial Advisors, enhancing their operations with her analytical skills.
Abigail has enjoyed an active lifestyle in the Thompson/Okanagan region with her husband and dogs. They love exploring trails, skiing, camping in their vintage VW van, paddling, gardening, and reading in the sun.
Abigail's diverse career and personal interests reflect her dedication to professional excellence and a fulfilling life.
Shelly Wyness
With over 18 years of service to the Alberta Provincial Government, Shelly has developed strong skills in administrative support, project coordination, and office management. Her experience has given her a deep understanding of administrative processes and a commitment to efficiency.
Shelly is known for managing multiple tasks, maintaining attention to detail, and providing exceptional support. Her responsibilities have included scheduling, correspondence, data management, and event planning, all handled with professionalism and discretion.
In 2014, Shelly and her family moved to the sunny Okanagan, where they enjoy wine tasting and traveling, mostly to Europe. She is a proud mother of three sons and has a retired husband who has been her steadfast partner. They love spending time with their family and friends, exploring the outdoors, and engaging in community activities.
Shelly is passionate about contributing to the team's success and eager to take on new challenges. Her goal is to continue providing top-notch administrative support and making a positive impact in every role she undertakes.