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Gary Leung, CFP®, PFP®, TEP

Senior Planner

Gary Leung

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Gary Leung

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 a Financial Planner for high-net-worth clients. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Personal Financial Planner® (PFP®), and Trust and Estate Practitioner (TEP) designations.

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.