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Leigh Kershner

Investment Advisor and Financial Planner

Tel: 416-359-5658

Leigh Kershner
Theresa Cho

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

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Leigh Kershner

Drawing on over 15 years of experience as an Investment Advisor in Toronto, Leigh has been providing proactive financial solutions and advice to professionals, business owners and families.  Her clients are of various ages, occupations and backgrounds, but all share a degree of complexity to their financial picture that benefits from comprehensive planning to optimize wealth.  In today's busy world, people are consistently bombarded with information and ideas.  By cutting through the noise, she is able to guide her clients to make proactive financial decisions that will ultimately simplify their financial lives and create long term value.

Leigh’s focus is on developing customized wealth management solutions for individuals drawing upon industry leading research and the global resources of BMO Nesbitt Burns Inc.  Leigh holds several advanced certifications and is a member of the Canadian Securities Institute and a CERTIFIED FINANCIAL PLANNER® professional.  In addition Leigh is also an insurance advisor through BMO Nesbitt Burns Financial Services Inc.

Leigh is an active member of the beach community where she lives with her husband and two children.  She enjoys maintaining regular, consistent contact with clients in the pursuit of developing positive long term relationships based on trust.

Philosophy

Leigh has earned her clients' trust by taking a disciplined approach to investing – an approach designed with realistic timelines and achievable goals.  She believes that her clients’ interests are best served by taking a fully diversified portfolio approach to investing.  She helps individuals, couples and multi-generational families accumulate, grow and transition their wealth. Leigh works closely with her clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels.

Leigh offers a wide range of wealth management services including:

  • Investment advice and money management
  • Financial Planning, Retirement Forecasting
  • Estate Planning
  • Insurance Reviews
  • Business Succession Support
  • Charitable Giving

Service Excellence

Leigh is committed to building a solid, lasting relationship with all her clients.  Keeping clients informed is a top priority for her, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues.  It also involves monitoring accounts on a regular basis to take advantage of opportunities and changing market conditions as they arise.  Leigh regularly reviews goals, strategy and portfolio performance with her clients.