Doug Leard

Senior Wealth Advisor

How many thirteen-year-old landowners do you know — especially ones who purchased that land with their own hard-earned paper route money? Well, now you have met someone who did just that.

Expertise

Doug works with his clients over the long term, and they rely on him to guide them through the finer details of their overall financial picture. In particular, Doug helps his clients enter retirement gently; changes, even wonderful ones, can be tough to deal with if they happen abruptly.

Background

Certified Financial Planner (CFP)

Canadian Securities Course (CSC)

Life Insurance licensed in BC

Certified Professional Consultant on Aging (CPCA)

Certified Executor Advisor (CEA)

Worth Noting

Doug has a vacation property on Mayne Island, where he enjoys spending time with family and friends.