About us
We’re dedicated to your success. Browse through our bios to learn more about us. We can’t wait to get to know you.
The 10 Financial Planning Steps
At Titan Oak Financial Services, we help encourage our Clients to become debt free, build wealth and give back! To attain this goal we recommend that Clients use a budget, spend less than they make and follow a step-by-step approach called the 10 Financial Planning Steps:
Step 1: Save $1,000 (as a mini emergency fund)
Step 2: Protection (life & health insurance)
Step 3: Pay off all debt
Step 4: Emergency fund (3 months of expenses)
Step 5: Save a down payment for a home
Step 6: Retirement planning (invest 15% of income)
Step 7: Children’s education planning
Step 8: Pay off your mortgage
Step 9: Legacy (maximizing your estate)
Step 10: Live, give and build wealth
Please connect with us to learn more!
Titan Oak Financial Services Inc.
When you think of titanium you think of strength. When you think of an oak tree, you think longevity, protection and time-tested. At Titan Oak Financial Services Inc., we provide a customized, sound and time-tested financial roadmap to help you feel protected, retire with strength and pass on a legacy to your children.
CFP®, CHS™
B.Mgt., B.Sc.
Phone: (902) 481-0022 x2289
Email: andrew.leiper@sunlife.com
Address: 90 Western Parkway, Suite 610, Bedford, NS, B4B 2J3 Canada
Andrew Leiper
After graduating from Dalhousie University Andrew started his career in the financial services industry in 2007. He quickly became a leading voice in the Halifax, NS community but now serves Clients across the country.
He is the owner of Titan Oak Financial Services Inc. His strengths are in his vast knowledge of financial planning products and services, as well as building long-term relationships with Clients.
Outside the office, Andrew is a husband to Katelyn, father to four children, is a youth group leader with his church, is on the executive team of Malagash Bible Camp, and a local basketball coach. He enjoys basketball, mixed martial arts, working out, and spending time with his family and friends.
Job Title: Advisor, B.Mgt., B.Sc., CFP®, CHS™
Languages spoken: English
Phone: (902) 481 0022 x 2289
Email: andrew.leiper@sunlife.com
Jenni McNally
A Halifax, Nova Scotia native, Jenni has been part of the team at Titan Oak Financial Services Inc. since 2017. She helps Clients with their investment and insurance inquiries. She has a long history of customer service and has always prided herself on providing the best experience possible. Outside of the office, Jenni is family focused, and enjoys baking, gaming and painting in her downtime.
Job Title: Service Associate, Sun Life
Languages spoken: English
Phone: 902-481-0022 ext 2289
Email: jenni.mcnally@sunlife.com
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