Leo is a seasoned Investment Advisor with over 21 years of experience in the investment industry. Passionate with trading, economics, the capital markets, he is widely recognized for his disciplined approach to portfolio management and strategic investing.
Throughout his career, Leo has helped his clients achieve their financial goals by providing tailored investment solutions that align with their objectives and risk tolerance. Known for his integrity and client-first approach, he has built a strong reputation as a trusted advisor who prioritizes both capital preservation and long-term growth.
Leo holds the Chartered Market Technician (CMT), Chartered Investment Manager (CIM), and Fellowship of CSI (FCSI) designations, reflecting his deep expertise and commitment to professional excellence.
Outside of the office, Leo enjoys wrenching on and tracking his cars. He also has a passion for travel and exploring new destinations. Always seeking new challenges-both personally and professionally-he brings the same drive and dedication to his work, helping clients navigate the complexities of the market with confidence.
With his extensive experience, deep market knowledge and unwavering commitment to his clients, Leo is a trusted partner for those looking to build and protect their wealth.
