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Usher Ballard Wealth Advisory

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Leslie Ballard

The group for you

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Leslie Ballard

Leslie Ballard, CIM®, CFP®

Senior Wealth Advisor, Associate Portfolio Manager

(613) 783-7833
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leslie.ballard@cibc.ca
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As a wealth professional with a degree in Finance, it’s probably no surprise that I am process-oriented and a highly analytical person. I create detailed financial and investment plans for each of our clients, but I know there is more to it than just the numbers.

I build deep connections with clients by taking the time to get to know what is important to them. The most successful wealth plans are developed with a real human element. One that speaks to a client’s wants, needs and desires and will have them covered every step of the way.

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INDUSTRY EXPERIENCE

Over 15 years of analytics experience that started in Corporate Finance eventually leading to my passion for Personal Finance and Wealth Management.

 

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AREA OF EXPERTISE

Detailed analytics and client relationship building to develop personalized financial and investment plans.

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THINGS I LOVE MOST

My husband, Martin, and two boys, Mason and Lincoln. They are my world.

 

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WHAT I LOVE TO DO

When I am not hours deep into an Excel file, you can usually find me at a regularly scheduled Ballard hosted event, or at the spa with the wonderful women in my life.

 

ALL FOR YOU

 

At Usher Ballard Wealth Advisory, We are an experienced private wealth management team that truly enjoys connecting with people. We provide our high-net-worth clients with a personalized, holistic wealth experience that supports their desire to achieve financial independence. #Allforyou

 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.