Daniela Leung, CFP
Associate Wealth Advisor
Tel: (416) 359 6360
Fax: (416) 359 4206
As the Associate Wealth Advisor for the team, Daniela is responsible for designing clients’ financial and retirement plans including estate planning, tax efficiency, charitable giving, asset and income preservation.
Highly qualified and experienced, Daniela has 20 years in the financial services industry and is a CERTIFIED FINANCIAL PLANNER® professional since 2010. She can also offer Options trading. Daniela holds a Master degree in Psychology and Speech Pathology from Charles University in Prague.
In her spare time, she enjoys downhill skiing, travelling and spending time with her husband Patrick and two small children Nathalie and Adam.