Gary Leung, CFP®, PFP, TEP
Senior Planner
Email
[email protected]
Office Phone
403.243.0005
Mobile Phone
403.613.8027
LinkedIn Profile
Gary Leung
Location
Calgary, Alberta
Taking a people-first approach to building trust-based relationships, Gary supports a team of portfolio managers in preparing, presenting and implementing comprehensive, customized and well-integrated plans for clients. His expertise seamlessly brings together several aspects of wealth management. These include trust and estate planning and administration, tax planning, philanthropic planning, business succession, and risk management techniques. Gary joined the firm with almost 10 years of experience, having previously worked as an accredited Certified Financial Planner managing the portfolios of high-net-worth clients. He is also accredited as a Personal Financial Planner, and a Trust and Estate Practitioner.
Calgary, Alberta
Taking a people-first approach to building trust-based relationships, Gary supports a team of portfolio managers in preparing, presenting and implementing comprehensive, customized and well-integrated plans for clients. His expertise seamlessly brings together several aspects of wealth management. These include trust and estate planning and administration, tax planning, philanthropic planning, business succession, and risk management techniques. Gary joined the firm with almost 10 years of experience, having previously worked as an accredited Certified Financial Planner managing the portfolios of high-net-worth clients. He is also accredited as a Personal Financial Planner, and a Trust and Estate Practitioner.
Beyond the Office
Seeking adventures big and small, and far and wide, Gary is often travelling, hiking, biking, and spending time outdoors with his wife, young daughter, and their two dogs. And that hill over there? It’s never too big to climb. Favoured indoor activities include cheering for the Flames and Raptors with his ever-supportive friends.