Masters of Business Administration (MBA), University of Toronto, Toronto, Canada
Fellow of Canadian Securities Institute ( FCSI )
Licensed for Life and Disability Insurance
Asset Mix Arrangement
Conservative Wealth Management
Managed Portfolio Accounts
Retirement and Estate Planning
Investment Management Consulting
Business Succession Planning Solutions
Ian Leith has over 40 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.). Ian is a Fellow of the Canadian Securities
Institute; the industry's highest mark of distinction. Ian is also a
licenced Portfolio Manager and a Life Insurance Advisor with BMO Nesbitt
Burns Financial Services Inc.
Ian was raised in Toronto, where
he currently resides . Ian has three children. He is an avid skier,
golfer, yoga student and a part time farmer.
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.