The Leigh Hogg Team

Leigh Hogg

Senior Financial Planner

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. 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

The Leigh Hogg Value Add

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.

Leigh's Approach to Wealth Management

Optimizing your 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.

*Investment Advice is only offered through a licensed Optimize Portfolio Manager

As a Senior Financial Planner, Leigh helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Contact

Location

Leigh's Wealth Management Team

Jane Ann MacDonald

Associate

Beverley Gagne

Associate

Chris Coholan

Portfolio Manager

Luca Ciminelli

Portfolio Manager

Warren MacKenzie

Head of Financial Planning