Here are some nice things that people have said about me

He always makes me feel comfortable talking about my finances...


James Bitanga

Leo is great! He always makes me feel comfortable talking about my finances and always shows how much he truly cares about me as a client and how much he wants me to succeed. He is very trust worthy and I am very happy with the results he has shown me. I would say if you’re unsure of what to do with your money and don’t want it sitting in the bank, you have to go talk to him! He will help you make an informed decision and you will be confident with how your money is invested!

He will make sure you are taken care of...


Iden Nabong

Leo is the kind of person you want to surround yourself with. He is honest, passionate, and determined. Not only is he a good friend but he is also a great business partner. His vast knowledge regarding the financial world is what makes him good at what he does. Leo is very professional and caters to my needs as a client with diligence and I never have to question his methods because he does not hesitate to show me everything I should know. Leo is hardworking and definitely someone you want on your team. He will make sure you are taken care of and you’ll also learn a lot along the way.

I am confident in continuing to rely on Leo to help me...


Pauline Dolar

I met Leo through mutual friends at the start of the pandemic. He is not only a great and honest friend, but an incredible mentor when it comes to finances. I’ve always felt undereducated when it comes to money, and as a new graduate, I especially feel a bit overwhelmed coming out of school. I am confident in continuing to rely on Leo to help me with planning for the future and ensuring I have a solid financial foundation to be able to start living my life the way I want to!

Even when I did not understand many things, he took his time to explain...


Jorge Pedraja

Leonardo was very helpful. Even when I did not understand many things he took his time to explain each thing carefully and in better terms that I would be able to comprehend. Another thing that I would like to note is that he is very organized, all concerns were addressed and handled efficiently thanks to his organizational skills. It was a pleasure working with him, I will surely recommend him to my family and friends. Thank you!

What stood out to me the most about this team is their level of professionalism and integrity!


Marz Varga Optician

We met Anthony & Leo through a mutual friend Mahr, who we’ve known for quite sometime. At the time I was looking to begin saving for my daughters education and for insurance on my mortgage.

What stood out to me the most about this team is their level of professionalism and integrity. As a personal client 8 years later, I can say that Anthony & Leo continue to demonstrate dedication and top-level support. They will give you their honest opinion about any concern with financial decisions. I value their friendship and coaching!


Juan Romero

I have mutual funds with Leonardo and my experience has been great. He has always answered my inquiries very promptly and it is very transparent and honest when it comes to financial advice.

I would recommend him to everyone


Marieflor Lozano

Former Business Partner Leo was my mentor a year ago when I was part of the firm. In my experience with him I learned more than I expected to in the span of a few months. He is a great leader who is highly knowledgable and respected by his clients and coworkers. Leo taught me all I know about financial needs and decisions from investing to mutual funds. He is highly organized and reliable. It was a pleasure working with him. I recommend Leo to anyone as he is a great mentor and financial advisor. Leo is professional and greatly experienced in the business and finance sector. He handles all my questions and inquiries with transparency which is very rare these days. I would recommend him to everyone.

Your future self will thank you!


Hannah M.

Leo is very organized, a good communicator and super knowledgeable when it comes to money & finance! I attended a few of Leo's workshops and they were super informative, straight to the point, yet engaging! I would highly recommend to attend at least 1 workshop — I guarantee you’ll learn something new. Your future self will thank you!


Dennis and Irene

Family friend Prompt and ready with our RRSP needs. Leo exudes confidence and knowledge which helped us with our financial needs and decisions. He definitely has good mentors with whom he gets the best support and training. More power to you Leo!

If you want to find a fast and faux solution, he is not the one for you...


Justin Dooc

Mutual Friends Leo impacted my life as a business partner tremendously. I had many questions regarding the financial world and with time, helped me navigate through the discourse. Experience and wisdom is what I found, I am confident that I have to capitalize on the time I have with Leo. His advising and administrative skills are top notch and I would be jealous if another business partner took his time from me! Nevertheless, bound to happen. If you want to find a fast and faux solution, he is not the one for you. Instead Leo will provide you meaningful methodology, techniques and a steady foundation to cope with the evolving financial climate.

He [Leo] is very engaging and informative.


Gia Narang

Leo and his team are very engaging and informative. They spoke a lot about financial freedom and what that meant to them. I liked that they spoke about their own backgrounds and what is like growing up in an immigrant family; it definitely resonated with me. I think it’s important to note that your educational/ work background and age doesn’t matter and you don’t need initial capital to start your own business. Anyone can do it with hard work, confidence, patience, and determination! Their business model has proven it can survive a pandemic and secure a space in a digital market.


Amador Ocampo

I am Leo’s dad. By giving us an advice how to invest intelligently, and what is the best thing or best way to plan for our future financially. Leonardo is honest, trustworthy , dependable and hardworking.

Even when I did not understand many things


Jorge Pedraja

Leonardo was very helpful. Even when I did not understand many things he took his time to explain each thing carefully and in better terms that I would be able to comprehend. Another thing that I would like to note is that he is very organized, all concerns were addressed and handled efficiently thanks to his organizational skills. It was a pleasure working with him, I will surely recommend him to my family and friends. Thank you!

He has been such a big help with all of my financial questions & concerns


Sydney Clarke

As someone who is not too confident in managing my finances, Leo was a big help! His ability to explain alongside his expertise helped me understand & feel comfortable about navigating my finances. Leo exudes confidence and professionalism! He has been such a big help with all of my financial questions & concerns.


Andy Cheung

I know him from one of my co-workers. I have been working with Leo for the last 2 years, and he is one of the best financial advisors I have ever worked with. He is professional, reliable, and trustworthy. I would recommend him to anyone!

I understood more about possible opportunities to make extra money, and also simple ways to invest.


Abigail T.

Attended one of the money series workshops hosted by Leo, Vithu, and Josue. Very informative and fun. All the hosts were upbeat and positive. I understood more about possible opportunities to make extra money, and also simple ways to invest. Very glad I attended!

goes above and beyond to ensure that I am on the right track...


Andy Cheung

When I first met Leo, I knew right away that he was very reliable and trustworthy. He has helped me so much with my finances and has established himself as a great professional young advisor. He is always there for me when I need him and even goes above and beyond to ensure that I am on the right track.

Very glad I attended!


Abigail T. attendee

Attended one of the money series workshops hosted by Leo, Vithu, and Josue. Very informative and fun. All the hosts were upbeat and positive. I understood more about possible opportunities to make extra money, and also simple ways to invest. Very glad I attended!

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(if you're a client) What financial challenges did you experience before meeting me?
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