Cooper Leitch, Cim Email & Phone Number

My team and I provide comprehensive wealth management strategies to high-net-worth families, corporations and non-profit organizations. Our disciplined investment process is modeled upon Canada’s leading pension plans. In line with the major pension plans, our investment strategies utilize a variety of asset classes, including equities, fixed-income, real estate/mortgage investments and several alternative strategies. In an age of ongoing market volatility, our 'pension style' approach places an emphasis on preserving capital while delivering consistent stable returns. For non-registered and corporate accounts, we provide customized tax strategies to ensure that our portfolios are as tax efficient as possible. Our clients’ investment performance is closely monitored and updated through a customized long-term wealth management plan that ensures that we achieve their financial objectives. In addition to a pension style investment counsel, our dedicated team of professionals are focused on providing comprehensive will/estate, retirement, taxation and business succession planning advice. We are committed to a premium level of service and close communication with our clients.

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  Lakehead University

  Honours Bachelor Of Commerce - Hbcom, Major Finance, Minor Economics