Family is a priority in Leo’s life, and he currently reside in London Ontario with his wife. After graduating from the University of Guelph with a BA in Management Economics, Leo furthered his interest in finance and obtained the Canadian Securities Course, as well as the Personal Financial Planner designation. Leo’s desire for financial industry knowledge is evident as he is beginning the process of obtaining the designation of Certified Financial Planner.
Leo launched his career with retail banking at TD Canada Trust as a Financial Advisor for eight years, and later joined the BMO Bank of Montreal as a Financial Planner working in various communities such as London, Ingersoll, Thorndale and Drumbo.
With a desire to offer his clients with a more holistic planning approach, Leo joined London Life’s Freedom 55 with a focus on comprehensive planning in both wealth and risk management.
He is currently a member of Advocis an Industry Association (London Chapter).
When Leo is not working you will find him on the golf course perfecting his swing, enjoying the hobby of photograph or trying new unique recipes.