Gary Leung, CFP^®, PFP^®, TEP

Location
Calgary, Alberta

“It’s the small, consistent actions that drive the biggest successes. Going that extra mile today paves the way for a better tomorrow.”

My passion for finance started young. I was raised by my grandmother, who didn’t speak English, and as a child, I often found myself translating for her at the bank. In helping her understand the options put forth to her, I found myself not only acting as a translator but as her financial interpreter—decoding “bank speak”. This sparked my love for numbers, problem-solving, and helping others navigate what can often feel like an overwhelming system. That early experience nurtured my desire to make a difference in people’s financial lives. 

While my interest in finance has continued to grow, what I truly love most is helping people. For me, financial planning isn’t just about crunching numbers—it’s about understanding each client’s unique story: their dreams, hopes, and goals for the future. Today, I’ve found my purpose in supporting a team of Private Wealth Advisors with preparing, presenting and implementing comprehensive, customized and well-integrated plans for our clients. This includes trust and estate planning and administration, tax planning, philanthropic planning, business succession, and risk management techniques.

Whether it’s a 5-year action plan or 30-year projection, we take the time to analyze our clients’ current financial scenario, then review and implement strategies that can help them achieve their goals. Understanding our clients’ true values helps me support not just their financial needs, but their emotional well-being too. 

I began my career in 2014 at BMO as a Financial Services Manager and was promoted to a Financial Planner for high-net-worth clients. In 2023, I joined CWB Wealth as a Senior Planner. My professional designations include CERTIFIED FINANCIAL PLANNER^® (CFP^®), Personal Financial Planner^® (PFP^®), and Trust and Estate Practitioner (TEP).