Serving my clients with trust, experience and discipline

Investors have different goals and expectations when it comes to their wealth. Whatever their plans are, one thing is consistent: it takes time to nurture and grow wealth so that it can help achieve what matters most. That's why my I take great care to build long-term relationships with clients and families that last through generations, and take a disciplined approach that involves a clear-objective and long-term methodology tailored to their unique goals.

Working primarily with high-net worth individuals and professionals, business owners and multi-generational families, I leverage my in-depth knowledge of capital markets and portfolio management expertise to provide exceptional service. As an Investment Advisor with the leading wealth management firm in Canada, I aim to be my clients' first point of contact for all their financial needs, and the first choice for referrals by my COIs. I serve my clients with trust, experience and discipline, truly invested in their financial futures.

What Our Clients Have To Say


“I have been a client of Leo at RBC Dominion Securities for the past 13 years. During this time he has provided excellent wealth management service to me and my family and we have great confidence and trust in his advice. I highly recommend him.”

D. Chmilar

“Leo has been my advisor for over 15 years. He has always provided me with recommendations that I truly value when it comes to my financial plan or insurance needs. I am happy to have Leo as my 'CFO' as I grow my net worth.”

W.W.

“My experience with Leo has been wonderful. He has taken away the stress of managing my wealth and offers insightful advice on financial management. His guidance has been invaluable, ensuring that my portfolio is well-managed and aligned with my financial goals.”

J. Cheng

 

How can we help?

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leo leung

Leo Leung, CMT, CIM, FCSI

Investment Advisor

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