Claudio Leppe's Location
Burlington, ON, CA
Claudio Leppe's Work
- Investment Funds Advisor @ Investia Financial Services INC
- Owner and Financial Planner @ CAL Financial Services Inc (Ontario)
- Financial Planner @ BMO
- Sr. PBO @ Scotiabank
- Financial Consultant @ Investors Group
Claudio Leppe's Education
- McMaster University
Honours Bachelor of Arts
2002 - 2006 - Canadian Securities Institute
FMA, PFP (Financial Planning and Services)
2006
Claudio Leppe's Skills
- Investments
- Credit
- Mutual Funds
- Wealth Management
- Financial Planning
- Financial Services
- Retirement Planning
- Investment Strategies
- Strategic Financial Planning
- Retirement
Claudio Leppe's Summary
Claudio Leppe, based in Burlington, ON, CA, is currently a Investment Funds Advisor at Investia Financial Services INC, bringing experience from previous roles at CAL Financial Services Inc (Ontario), BMO Financial Group, Scotiabank and Investors Group Financial Services Inc.. Claudio Leppe holds a 2002 - 2006 Honours Bachelor of Arts @ McMaster University. With a robust skill set that includes Investments, Credit, Mutual Funds, Wealth Management, Financial Planning and more, Claudio Leppe contributes valuable insights to the industry. Claudio Leppe has 2 emails on RocketReach.
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