Tony Leith in

Tony Leith

Inspirer · DISC type di
Sr Wealth Advisor at Terra Cotta Private Wealth
📍 Waterdown, Ontario, Canada

Tony Leith is a Senior Wealth Advisor at Terra Cotta Private Wealth, specializing in tax-efficient financial planning for Canadian families and small business owners. Holding a Bachelor of Commerce from Laurentian University, he is recognized by clients for providing an exceptional level of service in helping them achieve their most important life goals.

Outside of his professional role, Tony has a keen interest in golf, as indicated by his interest in the major golf equipment brand TaylorMade. He also follows developments from the global sportswear company adidas.

He proactively informs his network about relevant legislative changes that impact business owners, demonstrating value beyond his core financial services.

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Experience
22 Years
Current Role
Sr Wealth Advisor
Location
Waterdown, Ontario, Canada
Personality Overview

How Tony shows up

Decisive
Fast Adopter
Generous

They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Priorities

Topics Tony cares about

Tax-Efficient Planning
He specializes in creating custom financial plans designed to be tax-efficient for Canadian families and small business owners.
Wealth Preservation
His focus is on delivering unique investment solutions and strategies, including estate planning, to protect and preserve client wealth.
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Career

Work history

7-2022
Sr Wealth Advisor
Terra Cotta Private Wealth
6-2018 - 1-2023
Financial Security Advisor
Freedom 55 Financial
2-2017 - 6-2018
Manager Sales Planning and Operations
Irving Personal Care Ltd.
3-2016 - 2-2017
Sr. Manager Category and Shopper Development
Irving Consumer Products
11-2013 - 3-2016
Manager - Category Strategy - North American Tissue
Irving Consumer Products
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2003
BComm
Laurentian University/Université Laurentienne
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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