Doug Leard Cfp®, Cpca
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Doug Leard Cfp®, Cpca Email & Phone Number

Location: Vancouver, British Columbia, Canada 1 work role 3 schools
1 work email found @assante.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@assante.com
LinkedIn Profile matched
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Role
Senior Wealth Advisor
Location
Vancouver, British Columbia, Canada

Who is Doug Leard Cfp®, Cpca? Overview

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Quick answer

Doug Leard Cfp®, Cpca is listed as Senior Wealth Advisor at Genea Wealth | Assante Financial Management Ltd., based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at assante.com and a matched LinkedIn profile for Doug Leard Cfp®, Cpca.

Doug Leard Cfp®, Cpca holds Certified Executor Advisor from Canadian Institute Of Certified Executor Advisors.

Company email context

Email format at Genea Wealth | Assante Financial Management Ltd.

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*@assante.com
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AeroLeads found 1 current-domain work email signal for Doug Leard Cfp®, Cpca. Compare company email patterns before reaching out.

Profile bio

About Doug Leard Cfp®, Cpca

This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns including changes in unit/share value and reinvestment of all distributions/dividends. They do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts and consult a professional advisor for individual financial advice based on your personal circumstances before acting. The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd. Insurance Products and Services are provided through Genea Wealth.Please visit https://www.assante.com/legal or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.

Listed skills include Strategic Financial Planning, Retirement Planning, Wealth Management, Estate Planning, and 42 others.

Current workplace

Doug Leard Cfp®, Cpca's current company

Company context helps verify the profile and gives searchers a useful next step.

Genea Wealth | Assante Financial Management Ltd.
Genea Wealth | Assante Financial Management Ltd.
Senior Wealth Advisor
AeroLeads page
1 role · 40 years

Doug Leard Cfp®, Cpca work experience

A career timeline built from the work history available for this profile.

3 education records

Doug Leard Cfp®, Cpca education

Certified Executor Advisor

Canadian Institute Of Certified Executor Advisors

A Certified Executor Advisor (CEA) is an accredited specialist advising Canadian executors using a team-oriented networking approach.

Cpca, Health, Social And Financial Aspects Of Aging

Age-Friendly Business Academy

The Certified Professional Consultant on Aging (CPCA)® designation course provides an overview of the health, social, financial, and legal.

Cfp, Financial Planning

The Financial Planners Standards Council

Financial Planning Standards Council (FPSC), is a not-for-profit organization dedicated to ensuring Canadians' financial planning needs.

FAQ

Frequently asked questions about Doug Leard Cfp®, Cpca

Quick answers generated from the profile data available on this page.

What company does Doug Leard Cfp®, Cpca work for?

Doug Leard Cfp®, Cpca works for Genea Wealth | Assante Financial Management Ltd..

What is Doug Leard Cfp®, Cpca's role at Genea Wealth | Assante Financial Management Ltd.?

Doug Leard Cfp®, Cpca is listed as Senior Wealth Advisor at Genea Wealth | Assante Financial Management Ltd..

What is Doug Leard Cfp®, Cpca's email address?

AeroLeads has found 1 work email signal at @assante.com for Doug Leard Cfp®, Cpca at Genea Wealth | Assante Financial Management Ltd..

Where is Doug Leard Cfp®, Cpca based?

Doug Leard Cfp®, Cpca is based in Vancouver, British Columbia, Canada while working with Genea Wealth | Assante Financial Management Ltd..

What companies has Doug Leard Cfp®, Cpca worked for?

Doug Leard Cfp®, Cpca has worked for Genea Wealth | Assante Financial Management Ltd..

How can I contact Doug Leard Cfp®, Cpca?

You can use AeroLeads to view verified contact signals for Doug Leard Cfp®, Cpca at Genea Wealth | Assante Financial Management Ltd., including work email, phone, and LinkedIn data when available.

What schools did Doug Leard Cfp®, Cpca attend?

Doug Leard Cfp®, Cpca holds Certified Executor Advisor from Canadian Institute Of Certified Executor Advisors.

What skills is Doug Leard Cfp®, Cpca known for?

Doug Leard Cfp®, Cpca is listed with skills including Strategic Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Insurance Planning, Financial Planning, Retirement Income Strategies, and Fixed Annuities.

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