Leslie Ballard, Cim®, Cfp®
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Leslie Ballard, Cim®, Cfp® Email & Phone Number

Senior Wealth Advisor, Associate Portfolio Manager - Usher Ballard Wealth Advisory at CIBC Wood Gundy at CIBC Wood Gundy
Location: Kanata, Ontario, Canada 7 work roles 2 schools
1 work email found @cibc.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email l****@cibc.ca
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Current company
CIBC Wood Gundy
Role
Senior Wealth Advisor, Associate Portfolio Manager - Usher Ballard Wealth Advisory at CIBC Wood Gundy
Location
Kanata, Ontario, Canada
Company size
2017 employees

Who is Leslie Ballard, Cim®, Cfp®? Overview

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Quick answer

Leslie Ballard, Cim®, Cfp® is listed as Senior Wealth Advisor, Associate Portfolio Manager - Usher Ballard Wealth Advisory at CIBC Wood Gundy at CIBC Wood Gundy, a company with 2017 employees, based in Kanata, Ontario, Canada. AeroLeads shows a work email signal at cibc.ca and a matched LinkedIn profile for Leslie Ballard, Cim®, Cfp®.

Leslie Ballard, Cim®, Cfp® previously worked as Senior Wealth Advisor, Associate Portfolio Manager - Usher Ballard Wealth Advisory at Cibc Wood Gundy and Senior Wealth Advisor - Usher Ballard Wealth Advisory at Cibc Wood Gundy. Leslie Ballard, Cim®, Cfp® holds B.Comm, Finance from Carleton University.

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Email format at CIBC Wood Gundy

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*@cibc.ca
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Profile bio

About Leslie Ballard, Cim®, Cfp®

Leslie Ballard is a Senior Wealth Advisor with CIBC Wood Gundy Private Wealth Management. For more than 10 years, Leslie has been sharing her passion for managing wealth for clients as a dedicated member of large Wealth Advisory Practice. As an Investment Advisor, Certified Financial Planner and Chartered Investment Manager she has spent her career providing comprehensive strategic planning and management of investments, tax and estates to her High Net Worth Clients. She has also recently been accepted into the Advisor Managed Program with Wood Gundy and is awaiting her approval as an Associate Portfolio Manager with IIROC.Leslie graduated from Carleton University and spent her early career in corporate finance, setting the foundation for her analytical and strategic way of managing wealth. She is the acting treasurer for the Board of the Ottawa Estate Planning Council and a Lead in the Women’s Mastermind Group at CIBC Private Wealth. She is the mom of two young boys and her family is actively involved in sports and the community. When not at the office, you can typically find Leslie and her husband Martin in hockey rinks across the Ottawa region.

Listed skills include Financial Analysis, Banking, Strategic Financial Planning, Credit, and 15 others.

Current workplace

Leslie Ballard, Cim®, Cfp®'s current company

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CIBC Wood Gundy
Cibc Wood Gundy
Senior Wealth Advisor, Associate Portfolio Manager - Usher Ballard Wealth Advisory at CIBC Wood Gundy
canada
Website
cibcwoodgundy.com
Employees
2017
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7 roles

Leslie Ballard, Cim®, Cfp® work experience

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

Senior Wealth Advisor, Associate Portfolio Manager - Usher Ballard Wealth Advisory

Current
Cibc Wood Gundy

Ottawa, Ontario, Canada

Oct 2022 - Present

Senior Wealth Advisor - Usher Ballard Wealth Advisory

Cibc Wood Gundy

Ottawa, Ontario, Canada

May 2022 - Nov 2022

Senior Wealth Advisor, Usher Hahn Wealth Advisory

Cibc Wood Gundy

Ottawa, Canada Area

As a wealth professional with a degree in Finance, it’s probably no surprise that I am process-oriented and a highly analytical person. I create detailed financial and investment plans for each of our clients, but I know there is more to it than just the numbers.I build deep connections with clients by taking the time to get to know what is important to.

Nov 2017 - May 2022

Investment Advisor Associate

Cibc Wood Gundy Usher Wealth Management

Ottawa, Canada (Kanata)

Financial Planning including retirement planning, education planning, insurance planning, special purchase planning, tax planning, investment planning and estate planning.Investment reviews, portfolio compilation, balancing and monitoring.

Mar 2011 - Nov 2017

Marketing Manager

Bank Of America

Responsible for endorsed marketing of key co-brand groups.

Jun 2010 - Feb 2011

Corporate Financial Planning And Reporting Manager

Bank Of America

Profit and Loss reporting, planning and scenario analysis for the Canadian Credit Card business for MBNA/Bank of America. In depth yield reporting and analysis including the development of comprehensive analysis models allowing for strategic planning and economic scenario analysis.

Apr 2008 - Jun 2010

Financial Analyst

Mbna
May 2003 - Apr 2008
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

JB Jennie Birzins Jennie Birzins Colleague at Cibc Wood Gundy Penticton, British Columbia, Canada, Canada View → KS Kris Sibal, Cim® Kris Sibal, Cim® Colleague at Cibc Wood Gundy Canada, Canada View → JM Josh Melchers, Cfp, Cpa, Ca Josh Melchers, Cfp, Cpa, Ca Colleague at Cibc Wood Gundy Canada, Canada View → JT Jocelaine Tanguay Jocelaine Tanguay Colleague at Cibc Wood Gundy Montreal, Quebec, Canada, Canada View → RW Rosy Work Rosy Work Colleague at Cibc Wood Gundy Montreal, Quebec, Canada, Canada View → FM Fiona Mcginn Fiona Mcginn Colleague at Cibc Wood Gundy Calgary, Alberta, Canada, Canada View → BH Bob Howitt Bob Howitt Colleague at Cibc Wood Gundy Peterborough, Ontario, Canada, Canada View → PL Peter Lisboa, Cfa, Cfp, Mba Peter Lisboa, Cfa, Cfp, Mba Colleague at Cibc Wood Gundy Greater Toronto Area, Canada, Canada View → LA Leanne Aguiar Leanne Aguiar Colleague at Cibc Wood Gundy Canada, Canada View → MM Meredith Mercer Meredith Mercer Colleague at Cibc Wood Gundy Toronto, Ontario, Canada, Canada View →
2 education records

Leslie Ballard, Cim®, Cfp® education

B.Comm, Finance

Carleton University

Activities and Societies: University Business Games Sprott Business Students Association Business Banquet Organizer

Certified Financial Planner® Professional, Financial Planning And Services

Financial Planning Standards Council (Fpsc)

A Certified Financial Planner® professional meets internationally recognized standards of knowledge, skills and abilities. They’re also.

FAQ

Frequently asked questions about Leslie Ballard, Cim®, Cfp®

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

What company does Leslie Ballard, Cim®, Cfp® work for?

Leslie Ballard, Cim®, Cfp® works for CIBC Wood Gundy.

What is Leslie Ballard, Cim®, Cfp®'s role at CIBC Wood Gundy?

Leslie Ballard, Cim®, Cfp® is listed as Senior Wealth Advisor, Associate Portfolio Manager - Usher Ballard Wealth Advisory at CIBC Wood Gundy at CIBC Wood Gundy.

What is Leslie Ballard, Cim®, Cfp®'s email address?

AeroLeads has found 1 work email signal at @cibc.ca for Leslie Ballard, Cim®, Cfp® at CIBC Wood Gundy.

Where is Leslie Ballard, Cim®, Cfp® based?

Leslie Ballard, Cim®, Cfp® is based in Kanata, Ontario, Canada while working with CIBC Wood Gundy.

What companies has Leslie Ballard, Cim®, Cfp® worked for?

Leslie Ballard, Cim®, Cfp® has worked for Cibc Wood Gundy, Cibc Wood Gundy Usher Wealth Management, Bank Of America, and Mbna.

Who are Leslie Ballard, Cim®, Cfp®'s colleagues at CIBC Wood Gundy?

Leslie Ballard, Cim®, Cfp®'s colleagues at CIBC Wood Gundy include Jennie Birzins, Kris Sibal, Cim®, Josh Melchers, Cfp, Cpa, Ca, Jocelaine Tanguay, and Rosy Work.

How can I contact Leslie Ballard, Cim®, Cfp®?

You can use AeroLeads to view verified contact signals for Leslie Ballard, Cim®, Cfp® at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Leslie Ballard, Cim®, Cfp® attend?

Leslie Ballard, Cim®, Cfp® holds B.Comm, Finance from Carleton University.

What skills is Leslie Ballard, Cim®, Cfp® known for?

Leslie Ballard, Cim®, Cfp® is listed with skills including Financial Analysis, Banking, Strategic Financial Planning, Credit, Financial Modeling, Credit Risk, Portfolio Management, and Capital Markets.

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