Claudio Leppe

Claudio Leppe has extensive experience in the financial services industry, currently serving as an Investment Funds Advisor at Investia Financial Services INC since November 2014 and as the Owner/Financial Planner at CAL Financial Services Inc since 2013. Previous roles include Financial Planner at BMO Financial Group and Sr. PBO at Scotiabank, as well as Financial Consultant at Investors Group Financial Services Inc. Claudio Leppe holds an Honours Bachelor of Arts degree from McMaster University and is actively pursuing further credentials through the Canadian Securities Institute, specializing in Financial Planning and Services.