Leong & Associates is a British Columbia-based business wholly-owned by its principals and is the largest independent actuarial and consulting firm in Western Canada. Julian Leong founded the firm in Vancouver in 1989 and since then we have specialized in actuarial and pension consulting.

We have grown due to the quality of our work and the relationships developed with our clients. Leong & Associates is not a small version of a major consulting firm but rather a firm for those professionals who want to escape the "big firm" mindset which we believe stifles creativity and innovation. Our objective is to provide quality service using innovative and creative retirement planning techniques.

Team Environment
Leong & Associates is a team -- not separate units within one organization. Our clients' needs are better served by all of our firm's professionals rather than smaller self-contained units. Our team approach eliminates duplication of effort and intra-firm competition and creates a larger knowledge base from which our clients draw.

National Reputation
Leong & Associates has a national reputation as a leading innovator in the area of executive pension planning using both registered and non-registered retirement plans. Julian Leong is one of only a handful of actuaries on the Pension Advisory Committee, a Canada Revenue Agency vehicle for information-sharing between the Canada Revenue Agency and the pension industry. Our expertise has been further recognized by the Canada Revenue Agency through our participation in the Pension Roundtables and Consultation Sessions in Ottawa. Mr. Leong has been the only actuary from Western Canada invited to all of these meetings and his participation demonstrates the high regard in which our firm is held by the federal regulators.

During our early years, Leong & Associates had the privilege of serving a few clients in remote regions. Experience has shown that our level of service, professionalism, and competitive fee structure, together with regular client visits, were a refreshing change for the "less called on areas". We have found our "long-distance" clients extremely satisfied with our service. This is supported by their referral of friends and business colleagues to Leong & Associates. Currently, we have clients across Canada from Prince Edward Island to Vancouver Island and as far north as the Yukon, as well as subsidiaries of U.S. parent organizations.

Corporate Philosophy
The firm's corporate philosophy, outlined below, is a reflection of the attitude and experience of our professionals, the marketplace, and the feedback from our clients:

• The practice will be driven by the needs of our clients.
• The consulting approach will focus on planning and delivering professional services that conform to our clients' strategic goals and objectives.
• We will foster a working environment for our professionals that recognizes the privacy and integrity of the client/professional relationship. Specifically, we will provide a high level of disclosure to our clients with respect to revenues and professional services delivered, while ensuring our clients receive value for their expenditures.
• Senior professionals will be provided with an opportunity to participate in the ownership of the firm. Staff has direct input into the management of the firm through active participation.
• The firm will not grow for the sake of growth alone. We will manage our growth to ensure personalized service by our professionals, manageable technical work load, and profitability. Maintaining these standards will allow us to operate efficiently resulting in a continuing positive working environment.