You may wish to know more about how other clients view working with our team. If so, please call us and we will give you the names and numbers of some of our long-term clients who will be more than willing to speak to you about us.
"I have worked with Bob Leon for over 20 years. Bob has been instrumental in advising me and my family on all of our wealth management decisions including wills, trusts and insurance, as well as providing good investment advice. I have relied on Bob and his team for their guidance based on their honesty, integrity and professionalism. That combined with the fact that they work for a tremendous organization, CIBC, means that I am pleased to maintain our family's portfolios with Robert Leon Financial Group."
— Richard Nesbitt CEO, Global Risk Institute for Financial Services; Former Chief Operating Officer, CIBC; Adjunct Professor, Rotman School of Management
"I wanted to express my deep appreciation for all the help that The Robert Leon Financial Group has given our family in handling my mother's estate. When she was alive, my mother often expressed her confidence in the way your team handled her portfolio. Your advice enabled her to continue to accumulate wealth in her 90s, when many of her friends were seeing their financial resources diminish. In all of my dealings with you, either on behalf of my mother or in handling her estate, I was impressed by your willingness to help in any way possible, your practical financial advice, your prompt responses to requests, and the efficiency in which any requests were carried out. Again, thank you for providing my mother and our family with such excellent financial service over the years."
— Murray and Elizabeth
"I appreciate very much the latest quantitative and other insights received from you and Rob. You and your group have made a tremendous difference to the achievement of my goal of having a robust and sound portfolio with gratifying dividend growth. Looking back over the past few years and decade, I'm most grateful to you for your wise guidance. Thanks for being of so much help in achieving the performance that has permitted me to be generous to both family and other causes important to both my late wife and me. The soundness of my portfolio permits me to sleep well at night – even after recent tax rate hits."
— Charlie, Retired CFA
"We have complete confidence in the way that Bob and his team have managed our portfolio and have appreciated the way he has communicated his thoughts and ideas to us on a regular basis."
— Wayne & Pat, Retired Financial Professionals
"The level of service offered by the Robert Leon Financial Group is absolutely superb - one of the best I've ever experienced with a financial services group. It is the total great package."
— M. Gaylanne Phelan, Counsel (Wilson Vukelich LLP)
"We have been associated with Bob for more than twenty-five years. It is clear that Bob's main concern is to retain the loyalty of his customers by providing them with an unsurpassed quality of service and investment advice which is properly tailored to their needs. We absolutely recommend his services and it gives us great pleasure to say he is brilliant at what he does."
— Tom & Helen, Retired Small Business Owners
"I am indebted to Bob Leon of CIBC Wood Gundy in Toronto for his ongoing support, execution and counsel. The disruption of our move to Ottawa was eased considerably by the continuity of this relationship and the excitement I feel for our ongoing success and friendship."
— Stephen, Financial Analyst and Professional Investor
"I have no hesitation in recommending Bob as a trustworthy Investment Advisor who gives his customers an experience that's unique to our home and is readily available by telephone. He is not just an Investment Advisor, he is also a wonderful listener, counselor and friend."
— Susan, Health Consultant
"We get a true sense that they are looking out for our best interests. They take the time and initiative to make us feel comfortable to give our family the peace of mind we need. We have been more than pleased with Bob's services and would highly recommend him."
— Scott & Tracy, Entrepreneurs
This expertise is being used every day by the Robert Leon Financial Group.
