Claudio Leppe

FMA, PFP

Mutual fund representative 1

Insurance representative 2

Financial Planner 2

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About me

With over 17 years of experience in financial planning, I believe integrity, professionalism and collaboration are the foundation of a strong financial plan.

I work with clients in Burlington and the surrounding area to create personalized strategies that reflect their current situation and goals, whether purchasing a home, saving for education or planning for retirement.

As someone who values family and community, I’m passionate about helping others achieve financial confidence. I’m also actively involved in community activities, supporting initiatives that uplift those around me.

Your financial plan should grow with you, and I’m here to ensure it stays aligned with your changing goals. If you’d like to review your plan or explore strategies, let’s connect and create a clear path to your future.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

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February 21, 2025

What’s the Bank of Canada’s next move?

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1 With Investia Financial Services Inc. 2 CAL Financial Services Inc.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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