Leon Lewis

BA, LL.B, CLU, Planning Consultant

Leon works in advanced markets, lending his expertise in Corporate and Estate Planning to advisors looking for technical support. Leon has spent the past 25 years expanding his knowledge of financial products and strategies, and is an excellent resource to help you close your most complex cases. His approach to business, including a willingness to meet with 3rd-party accountants, CFOs, and legal professionals, guarantees win-win results for you and your clients. Contact your Business Development Manager to find out how Leon’s expertise can bring your business to the next level.

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