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William Brown
Samia Beg, MBA
Daniela Leung, CFP
Mikhail Kop

Tel: 416-359-6833
Fax: 416-359-4942

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Daniela Leung, CFP

 

Associate Wealth Advisor

Tel: (416) 359-6360

Fax: (416) 359-4206

E-mail: daniela.leung@nbpcd.com

Daniela works closely with Bill to manage client’s portfolios. She provides clients with personalized and comprehensive advice on investment management, retirement planning, estate planning, business succession planning, philanthropy, and tax minimization strategies. She emphasises getting to know her clients and their families, appreciating their goals, concerns, wants and needs. Daniela helps them ask the right questions: Do they have enough to retire? Are they protected with sufficient insurance?  Is their wealth transfer plan accurate and comprehensive? For almost 20 years, Daniela has helped families answer these critical questions and developed appropriate strategies to reach their unique goal.
Daniela started her career at Bank of Montreal in 1998 and joint BMO Nesbitt Burns in 2000. She is Certified Financial Planner (CFP) and holds Securities and Options License. She successfully completed Wealth Advisory Program and earned her Wealth Advisor credentials. Daniela holds a Masters degree in Psychology and Speech Pathology from Charles University in Prague.
She is a proud mother of two children Nathalie and Adam. In her spare time, she enjoys downhill skiing, golfing, travelling and spending time with her family.