Leslie Ballard, CFP

CIBC Private Wealth - Wood Gundy

About Leslie Ballard

As a wealth professional with over 15 years experience, I am dedicated to helping clients identify, develop and achieve their financial goals by translating these into attainable plans that we work together on through the years.

I am an IIROC licensed Investment Advisor and a Certified Financial Planner with Usher Hahn Wealth Advisory at one of Canada’s leading Private Wealth firms.  I sit on the board of directors for the Ottawa Estate Planning Council, play a lead role in a Women’s Mastermind group within CIBC Private Wealth, and a proud member of the Ottawa Women’s Business Network.

While all that is important, who I really am is a mom of two amazing boys and wife to a husband who is just as passionate about life as I am. We are very involved in our community and always find time to support local events and sports.

Typical Clients

We love working with clients who we connect with and who we can build a long term relationship.

If you are looking for someone to take over the management of your financial well being and investments, we are the team for you.

Our full service offering is well suited for higher net worth clients and families. Please don’t hesitate to reach out and we can find you the help you are looking for.