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mason.leite
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Mason Leite

Financial PlannerMartin Christopher Investments/ Investia Financial ServicesKitchener, Ontario

Mason focuses his practice around the trifecta of honesty, relationships and prosperity. Servicing his clients by building a trusted relationship and quarterbacking the financial plan by working with multiple other professionals to achieve exemplary results for his clients.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFP® RRC

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Bond Exchange Traded Fund (ETF) Mutual Fund Segregated Fund Private Equity
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