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The Leigh Hogg Group

leighhogg

Leigh Hogg

Wealth Planner

 Kitchener, Ontario

About Leigh

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. 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 wealth 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.

Optimize's Approach to Wealth Management

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.

The Leigh Hogg Group's Value Add
 

The cornerstone of the Leigh Hogg Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

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. Nick Cup is the Portfolio Manager who advises and manages client investment accounts, while Leigh helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*. 

 

*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.

Please know that Leigh Hogg is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.

Contact

 leigh.hogg@optimize.ca

 519-744-3020

 519-744-8550

Office Location

The Leigh Hogg Group

Nick Cup Circle Crop

 

Nick Cup
Portfolio Manager

janeannmcdonald

Jane Ann MacDonald
Associate

bevgagne

Beverley Gagne
Associate