Senior Financial Planner
Born and raised in Kitchener, Ontario, Leigh Hogg began his career in the financial services arena back in 1973 in personal lending, mortgages and collections with the Household Financial Corp, and held various management and sales management positions throughout Ontario until 1982. In the midst of a recession, he moved over to the Investment and Financial Advisor side of life opening his business Belmont Village Financial Group in Kitchener in the summer of 1982. Using a foundation of guaranteed products from banks, trust companies and credit unions, as well as investment funds; Leigh has been helping clients reach their financial goals ever since.
Over his years in the financial industry, Leigh has seen the markets go through many significant changes but through it all has always taken a special interest in the success of his clients’ personal and financial milestones.
Leigh has been married to his wife, Dinah, a retired nurse, for nearly 40 years and they have one daughter, Blayr, and a doggy ‘grandson’ named Pete.
Leigh has been involved with the Kitchener Waterloo Philatelic Society and the KW Cambridge Post Card club for decades, taking on the roles of president, treasurer, and director of the clubs respectively. He has also written numerous articles as a member of 8 national and international groups on the subject(s).
If he’s not working on his passion for philatelic and historical pieces, you can probably find Leigh curling, swimming, or spending time on the golf course at his home club, Westmount.
Leigh is excited to begin the next chapter of his career with Optimize Wealth Management and their holistic approach to financial planning.
He would also like to thank all those who he has worked with to achieve their retirement & estate planning goals and who continue to recommend his service to their family and friends.
Leigh’s Approach to Financial Planning
WHAT LEIGH DOES
Leigh provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Leigh works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Leigh measures his success by how well he has helped his clients achieve their specific goals and objectives.
WHAT LEIGH STANDS FOR
Leigh believes that much of his successes and accomplishments to date are as a result of his beliefs and values which he stands by: honesty, persistence, teamwork, excellence, and creativity.
Leigh puts his clients’ interests above everything else to ensure that he earns their business not only at the beginning of the relationship but throughout every stage of it as well.
Optimize Wealth Management’s Investment Services
Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
Optimizing investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Leigh, along with a licensed portfolio manager from Optimize Wealth will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Leigh and a licensed portfolio manager from Optimize are outlined in detail below.
As a Senior Financial Planner, Leigh helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals
Financial Planning is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals in life
We help our clients create and protect their wealth in all markets and economic conditions.
Estate planning is about your family and loved ones – and the inner peace you get from preserving their financial security.
Start looking today with the confidence that we will be with you every step of the way to make your homeownership dreams a reality.
Sometimes in life, keeping it simple is the best way to go. Let us show you how to protect what matters most to you while keeping your costs well in check.
You work hard for your money and you deserve to keep as much of it as possible. Work with us to optimize your tax return and we’ll show you how.
*Disclaimer: Will preparation, tax preparation and financial planning provided by Leigh Hogg; All investment advice and registerable activity provided by a licensed Portfolio Manager of Optimize Inc.
Learn More About Our Portfolio Management Team
If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Financial Planner is always ready to take that step with you and design a financial plan specific to your particular goals and objectives.
NEED FINANCIAL PLANNING ADVICE? RECEIVE A COMPLIMENTARY PLAN TO ACHIEVE YOUR SPECIFIC GOALS!
Call on (519) 744-3020 or fill out the form below.