Our Team

Leanne has 15 years of professional investment experience gained through various roles in the “Big 5” Canadian banks’ Capital Markets and Asset Management arm, as well as a High Net Worth Asset Management firm.

After moving to Canada from mainland China in 2003, Leanne pursued her MBA degree at Schulich School of Business, York University on scholarship. She graduated from Schulich on the Dean’s List in 2005. In the subsequent 15 years, Leanne made several career transitions from TD Securities Derivatives Rotational Program (2005-2006), to BMO Capital Markets Equity Research (2006-2010), then to 1832 Asset Management (wholly owned by Scotiabank, 2010-2017), and lastly to Gluskin Sheff + Associates Asset Management Inc. (2018-2019). At TD Securities and BMO Capital Markets, Leanne gained in-depth investment experience in derivatives and equity fundamental analysis.

At 1832 Asset Management, Leanne earned her way through an Investment Analyst to Portfolio Manager managing two mutual funds with total Asset Under Management of $1 billion and team total AUM of $8 billion, learning from two well-regarded Canadian Value Investors. At the beginning of 2018, Leanne joined Gluskin Sheff as VP & Portfolio Manager where she managed North American All Cap Fund for HNW investors.

In 2020, Leanne founded Alti Financial Inc., striving to help her clients with integrated wealth planning through a well-defined process which includes financial goal discovery, net worth analysis, asset allocation and investment strategies, retirement and estate planning, as well as financial planning. The end goal, as Leanne states, is to help clients maximize and protect their wealth while minimizing their tax burden.

Founder: LEANNE CARAVAGGIO