Valerie Leibel

Valerie Leibel is thrilled to be a member of the GENn Family Office team (her words!).  She has almost 20 years of financial, investment, accounting, and compliance experience.  As the Controller of a private mortgage lender, Valerie was part of a team that implemented a robust software system for loan servicing and client investments, allowing the company to successfully grow to manage investment portfolios of approximately $50,000,000.  She also managed the loan servicing and accounting team and worked directly with external auditors on completion of year-end audits for several entities under the company’s umbrella.

Valerie and her colleagues also implemented rigorous procedures in order to become compliant with new regulatory standards in the lending industry.  She participated in several group audits with ease and success, providing accurate records for over 500 mortgage loans and investor files.

During her career, Valerie has enhanced her skills by becoming a Licensed Mortgage Associate and obtaining the Canadian Association of Petroleum Production Accounting (CAPPA) Certificate.  She is part-way through the Certified Management Accounting (CMA) Program.

Valerie enjoys golfing, camping and boating with her husband, and spending quality time with their daughters.

The GENn Team:

Kevin D. Algar, JD, CIMA®, CIM®, CFP®, CLU®, TEP, FEA

President & CEO

Dennis Nerland, Q.C.

Advisory Board Member

David V. Richards, FCPA, FCA

Advisory Board Member

Dr. Lloyd Steier, Ph.D.

Advisory Board Member

Aly Pain

Family Council Lead

Robert (Bob) Tien, CPA®, CA, BComm, BSc

Chief Financial Officer

Valerie Leibel

Senior Accountant

Jared Wolk, CFA®, CAIA®

Portfolio Manager & Chief Investment Officer *

Maximilian (Max) Fortmuller, BAA

Analyst *

Rustem Jamburbayev, CFA®

Portfolio Analyst *

Robert (Rob) Koski, CFP®

Director of Financial Planning and Risk Management

Annette Kassner

Office Manager

Larisa Wilson

Office Manager

*Denotes employees of GENn Investment Counsel Ltd.

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