Leo Leung, CMT, CIM, FCSI
Investment Advisor
Serving my clients with trust, experience and discipline
Investors have different goals and expectations when it comes to their wealth. Whatever their plans are, one thing is consistent: it takes time to nurture and grow wealth so that it can help achieve what matters most. That's why my I take great care to build long-term relationships with clients and families that last through generations, and take a disciplined approach that involves a clear-objective and long-term methodology tailored to their unique goals.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
Working primarily with high-net worth individuals and professionals, business owners and multi-generational families, I leverage my in-depth knowledge of capital markets and portfolio management expertise to provide exceptional service. As an Investment Advisor with the leading wealth management firm in Canada, I aim to be my clients' first point of contact for all their financial needs, and the first choice for referrals by my COIs. I serve my clients with trust, experience and discipline, truly invested in their financial futures.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
What Our Clients Have To Say
“I have been a client of Leo at RBC Dominion Securities for the past 13 years. During this time he has provided excellent wealth management service to me and my family and we have great confidence and trust in his advice. I highly recommend him.”
D. Chmilar
“Leo has been my advisor for over 15 years. He has always provided me with recommendations that I truly value when it comes to my financial plan or insurance needs. I am happy to have Leo as my 'CFO' as I grow my net worth.”
W.W.
“My experience with Leo has been wonderful. He has taken away the stress of managing my wealth and offers insightful advice on financial management. His guidance has been invaluable, ensuring that my portfolio is well-managed and aligned with my financial goals.”
J. Cheng
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.