About Ricky Leung, B.Sc., CFP

Occupation:    Certified Financial Planner
Job Description:    Creating and implementing financial plans for clients using investment and insurance products from various Investment & Insurance companies as tools.
Compensation Structure:    We are either compensated by the financial institution in which our clients place their financial plans and investments through, OR, by a negotiated fee for our financial planning services.  

Education and Certifications:    
Bachelor of Science, 2003.  
Microbiology & Immunology Major, Commerce Minor.  ​
University of British Columbia, Vancouver, Canada. 

Certified Financial Planner (CFP)
The CFP is an internationally recognized designation awarded in Canada by Financial Planners Standards Council (FPSC), http://www.fpsc.ca/. CFP professionals must meet FPSC's standards in education, experience, examination and ethics. CFP professionals must also have 25 hours of continuing education every year and agree to abide by the CFP Code of Ethics to renew their right to use the designation annually.