Peter Leung
Consultant at Ig Wealth Management
Based in Markham, Canada
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Seniority
Staff
Department
General Business & Management
Location
Markham
Industry
Financial Services
Company size
6.3K
Contact information
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p•••••••@ig.ca
Phone
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Background
About Peter Leung
For a large part of my career I have worked as Business Analyst, finding out what people want, reviewing what they have to work with and finding solution(s) that fit. Financial Planning is no different, think of it like planning a vacation. You need to identify where you want to go, what means do we have to get there and then figure out the best route for you (this is where I come in). Unlike booking a flight or place to stay which we all know and understand… financial literacy eludes most of us. Let me help you make sense of the some of the many tools available to you so that you can get more out of your finances, so you can pay less taxes, save more money, protect your family and make your day in the sun someday sooner. For those special families like mine who have loved ones with disabilities, I have put special focus on understanding the in(s) and out(s) of the RDSP and the systems around it. Call me for a no-obligation meeting to see what government funding your loved one could be entitled to. Want to know more about me… see for yourself what clients have to say check out the recommendations below and maybe my next one will be from you. Call or email me today, Peter
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