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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Robert Leon Financial Group

  • Home
  • About us
    • Our team
    • Process
    • Philosophy
    • Testimonials
  • Services
    • Our solutions
    • AMA - Balanced
    • AMA - ETF growth
  • Market insights
  • Community
  • Contact us
 

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Bob Leon

Bob Leon, MBA, B.Sc., FCSI

Portfolio Manager, Senior Wealth Advisor

(416) 594-7086
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bob.leon@cibc.com
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Bob is an expert relationship manager in the world of financial asset management. He has more than 25 years of experience with CIBC Wood Gundy in the retail investment division. He has acted as a retail investment advisor, a retail branch manager, and currently is a portfolio manager. Bob is also the principal IA of the Robert Leon Financial Group and The Prudent Process at CIBC Wood Gundy.

Wealth that's Built to Last

At a certain point in life, your goals begin to change. You want to know that you will have the income you need in retirement, that your family wealth will be there when your grandchildren go to university, or that your children will be ready to take over the family business once you retire.

You've built up your wealth over a long period of time, and you want to ensure that it lasts a long time, too – that it leads you to those goals that are most important to you. We believe this starts with preservation. We want first to protect, and on that foundation to build up your wealth for the long term.

The Robert Leon Financial group provides high-net worth individuals with comprehensive wealth management and investment management services. Through gaining an understanding of our clients' unique circumstances and needs, our goal is to help your family create its own 100-year legacy!

Our team is committed to helping you achieve all your financial goals by providing you with innovative solutions designed to meet your specific needs. In addition to offering investment advice and wealth management solutions, by leveraging the expertise of various partners across the CIBC group of companies, we can provide you access to a full range of products and services.

“Our goal is to help your family create its own 100-year legacy.”

“If you manage your money well, years from now your grandchildren will be managing it, too. This type of disciplined wealth management is our specialty.”

Bob Leon, MBA, BSc, FCSI
Investment Advisor, Portfolio Manager

Bob Leon

Bob Leon, MBA, B.Sc., FCSI

Portfolio Manager, Senior Wealth Advisor

(416) 594-7086
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bob.leon@cibc.com
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Opens in a new tab.

Bob is an expert relationship manager in the world of financial asset management. He has more than 25 years of experience with CIBC Wood Gundy in the retail investment division. He has acted as a retail investment advisor, a retail branch manager, and currently is a portfolio manager. Bob is also the principal IA of the Robert Leon Financial Group and The Prudent Process at CIBC Wood Gundy.

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

 
Robert Dyer

Robert Dyer

Investment Advisor
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Christine Di Corte

Christine Di Corte

Client Associate
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Gianpaolo Zannella

Gianpaolo Zannella

Client Associate
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Bob Leon

Bob Leon, MBA, B.Sc., FCSI

Portfolio Manager
Senior Wealth Advisor
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Robert Dyer

Robert Dyer

Investment Advisor
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Christine Di Corte

Christine Di Corte

Client Associate
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Gianpaolo Zannella

Gianpaolo Zannella

Client Associate
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Bob Leon

Bob Leon, MBA, B.Sc., FCSI

Portfolio Manager
Senior Wealth Advisor
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Robert Dyer

Robert Dyer

Investment Advisor
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Learn more
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Philosophy

Learn more about our philosophy, values, and core beliefs.

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Contact us

Address

The Robert Leon Financial Group Address
Brookfield Place Suite 600
181 Bay Street
Toronto, ON M5J 2T3
Telephone number: (416) 594-7086
Toll-free: 1 (866) 440-4412
Fax: (416) 594-7069

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.