Tim Leonard
Investment Advisor @Mandeville Private Client Inc
Signup · Get unlimited contacts
WORK HISTORY
Investment Advisor @Mandeville Private Client Inc
As a Mandeville representative, I seek to align my client portfolios to resemble those of the wealthiest people in the world who have an equal asset allocation between public and private investments. I provide access to tax efficient stocks, mutual funds and an array of exempt market products. As an Investment Advisor, I help my clients choose the right investment strategy to align with their risk tolerance and future goals. Managing primarily corporate investment accounts, I specialize with business owners and help them minimize tax on their passive income over their lifetime. I provide access to multiple public and private investment options for infinite diversification to ones investment portfolio. The wealthy invest differently, we can show you how!*Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund and IIROC.
SKILLS
ABOUT TIM LEONARD
We have developed and refined our Lifestyle Wealth Plan to help owners be as tax-efficient as possible at each stage of life. Our various Lifestyle Spending Programs help owners pay less personal tax to fund big ticket items such as their homes, vacation properties, children\'s education, boats, planes etc. We combine access to standard and unique investment, insurance and personal financing products with the various tax rules for business owners. This helps you create more wealth in your company. Invest 10 minutes for a lifetime of savings. Contact me at, 51••••••79 or t•••@lifecyclewealth.com.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.