Bob Leon Email
Sr. Wealth Advisor and Portfolio Manager at CIBC Private Wealth Management @ CIBC Wood Gundy
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Bob Leon Location
- Toronto, ON, CA
Bob Leon Work
- 1979 - now Sr. Wealth Advisor and Portfolio Manager at CIBC Private Wealth Management @
Bob Leon Education
- The Richard Ivey School of Business at The University of Western Ontario
- McGill University
Bachelor of Science (B.Sc.)
Bob Leon Skills
- Portfolio Management
- Estate Planning
- Life Insurance
- Family Office
- Ultra High Networth
- Corporate Investment
- Charitable Giving
- Discretionary Money Management
- Tax-advantaged Investment Strategies
- Strategic Financial Planning
- ETFs
- Growth Strategies
- Endowments
- Foundations
- Investment Management
- Tax Advantaged Investment Strategies
- Securities
Bob Leon Summary
- Bob Leon, based in Toronto, ON, CA, is currently a Sr. Wealth Advisor and Portfolio Manager at CIBC Private Wealth Management at CIBC Wood Gundy. Bob Leon holds a The Richard Ivey School of Business at The University of Western Ontario. With a robust skill set that includes Portfolio Management, Estate Planning, Life Insurance, Family Office, Ultra High Networth and more.
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