Ian Leith, MBA, has over 50 years of experience in the investment industry and has an impressive track record in satisfying the investment needs of his clients. He is well known for his conservative, long-term approach to investing. He specializes in Conservative Wealth Management, Asset Mix Management, Retirement and Estate Planning, Succession Planning for Entrepreneurs, along with Investment Management Consulting and Portfolio Management. Through these processes Ian is able to assist clients in meeting their financial retirement needs and maintaining the correct perspective on financial balance and risk.

Ian was the founding member of the Canadian Chapter of the Investment Management Consultants Association, a not-for-profit educational organization providing ongoing education to Investment Management Consultants Internationally. He was Canada's first Certified Investment Management Analyst (C.I.M.A.) and also a licenced Portfolio Manager.

Ian was raised in Toronto, where he currently resides. Ian has three children. Ian enjoys golfing and weight training with his grandson and relaxing on his farm.

Ian would welcome the opportunity to meet with you to discuss how he can help you develop a sound financial plan and achieve financial security.