Gary Leung, CFP®, PFP, TEP
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.