Leo Shekhter, Cfa,Caia Email & Phone Number

With over 26 years of Portfolio and Investment Management experience under his belt and two prestigious professional designations (Chartered Financial Analyst and Chartered Alternative Investment Analyst), Leo has been using his unique experience and knowledge base to provide superior quality financial advice and truly customized customer service to his valued clients. His mission and passion is building holistic wealth plans for his clients to help them fulfill their financial goals and to leave a strong financial legacy for future generations.Leo’s roots in Wealth Planning and Investment Management are unique in that they started in Institutional Consulting followed by Portfolio Management at RBC Dominion Securities. Leo’s experiences include working for consulting companies, a hedge fund and major banks. These experiences span across Canada and other markets. Consulting for corporate clients (e.g. pension funds) and managing corporate portfolios has given Leo solid knowledge of the investment industry and has engrained rigorous investment discipline used for multi-million dollar portfolios into his professional DNA that he now uses for all his individual and family accounts regardless of their size. Transparency, accountability and integrity are Leo’s top core values, personally and professionally.Contact Leo today for a no-obligation review of your investment portfolio and your financial plan.

Listed skills include Alternative Investments, Portfolio Management, Investments, Investment Strategies, and 31 others.