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 Estate Insurance Advisory Services.
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.