Claudio Leppe

Claudio Leppe

Financial Consultant

Followers of Claudio Leppe297 followers
location of Claudio LeppeBurlington, Ontario, Canada

Connect with Claudio Leppe to Send Message

Connect

Connect with Claudio Leppe to Send Message

Connect
  • Timeline

  • About me

    CAL Financial Services (Founder)/Investment Funds Advisor

  • Education

    • Canadian Securities Institute

      2006 -
      FMA, PFP Financial Planning and Services
    • McMaster University

      2002 - 2006
      Honours Bachelor of Arts
  • Experience

    • Investors Group Financial Services Inc.

      Mar 2007 - Feb 2009
      Financial Consultant
    • Scotiabank

      Mar 2009 - Aug 2010
      Sr. PBO
    • BMO Financial Group

      Aug 2010 - Oct 2012
      Financial Planner
    • CAL Financial Services Inc (Ontario)

      Jan 2013 - now
      Owner/Financial Planner

      Financial servicesLife/Health insuranceGroup Benefits

    • Investia Financial Services INC

      Nov 2014 - now
      Investment Funds Advisor
  • Licenses & Certifications