Greg Leisey

Let us help you grow more than wealth

Value statement

I advise clients in the process of growing, protecting and distributing wealth in the most efficient manner possible. My professional responsibility is determining the most appropriate strategies in evaluating, constructing and managing my client’s investment portfolios.

Investment philosophy

I use a four step process to help clarify goals and develop strategies to help achieve your objectives.
Step 1 — Portfolio Analysis & Goal Setting
Step 2 — Investment Plan and Allocation
Step 3 — Investment Evaluation and Implementation
Step 4 — Performance Monitoring and Reporting

Global Insight Midyear Outlook

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.