Stewart Leckie, PFP
Early Investment Manager at BridgeGreen Capital Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Sean Naugle CD
I recently had the pleasure of being Stewart’s teammate responsible for supporting a select group of clients as engagement managers. His customer first approach and outstanding interpersonal skills truly impressed me. I am very thankful for Stewart’s friendship and for the superb guidance and support he provided me to develop my client relationship skills. Stewart’s charisma and honest desire to help clients quickly garners trust and gains insightful awareness of their needs which he is then able to develop into detailed plans and marketing initiatives to achieve their needs and goals. Stewart is also a passionate advocate for ensuring privacy/confidentiality, organizations that value these concepts can have absolute faith that Stewart will respect your and your client’s privacy.
Sean Naugle CD
I recently had the pleasure of being Stewart’s teammate responsible for supporting a select group of clients as engagement managers. His customer first approach and outstanding interpersonal skills truly impressed me. I am very thankful for Stewart’s friendship and for the superb guidance and support he provided me to develop my client relationship skills. Stewart’s charisma and honest desire to help clients quickly garners trust and gains insightful awareness of their needs which he is then able to develop into detailed plans and marketing initiatives to achieve their needs and goals. Stewart is also a passionate advocate for ensuring privacy/confidentiality, organizations that value these concepts can have absolute faith that Stewart will respect your and your client’s privacy.
Sean Naugle CD
I recently had the pleasure of being Stewart’s teammate responsible for supporting a select group of clients as engagement managers. His customer first approach and outstanding interpersonal skills truly impressed me. I am very thankful for Stewart’s friendship and for the superb guidance and support he provided me to develop my client relationship skills. Stewart’s charisma and honest desire to help clients quickly garners trust and gains insightful awareness of their needs which he is then able to develop into detailed plans and marketing initiatives to achieve their needs and goals. Stewart is also a passionate advocate for ensuring privacy/confidentiality, organizations that value these concepts can have absolute faith that Stewart will respect your and your client’s privacy.
Sean Naugle CD
I recently had the pleasure of being Stewart’s teammate responsible for supporting a select group of clients as engagement managers. His customer first approach and outstanding interpersonal skills truly impressed me. I am very thankful for Stewart’s friendship and for the superb guidance and support he provided me to develop my client relationship skills. Stewart’s charisma and honest desire to help clients quickly garners trust and gains insightful awareness of their needs which he is then able to develop into detailed plans and marketing initiatives to achieve their needs and goals. Stewart is also a passionate advocate for ensuring privacy/confidentiality, organizations that value these concepts can have absolute faith that Stewart will respect your and your client’s privacy.
Credentials
-
Certificate in Advanced Financial Advice
Canadian Securities InstituteAug, 2022- Nov, 2024 -
Certified Project Officer
Institute of Project ManagementFeb, 2021- Nov, 2024 -
Certificate in Advanced Investment Advice
Canadian Securities InstituteAug, 2018- Nov, 2024 -
Personal Financial Planner
Canadian Securities Institute (CSI)Jun, 2016- Nov, 2024 -
Certificate in Financial Service Advice
Canadian Securities Institute (CSI)Nov, 2012- Nov, 2024
Experience
-
BridgeGreen Capital Inc.
-
Canada
-
Executive Offices
-
1 - 100 Employee
-
Early Investment Manager
-
Aug 2022 - Present
-
-
-
Scotiabank
-
Canada
-
Banking
-
700 & Above Employee
-
Senior Financial Advisor
-
Jun 2022 - Aug 2022
-
-
-
-
Engagement Manager
-
Jan 2022 - Jun 2022
-
-
-
L-SPARK Startup Accelerator
-
Canada
-
Venture Capital and Private Equity Principals
-
1 - 100 Employee
-
Business Development Manager
-
Nov 2020 - Dec 2021
-
-
-
Government of Canada
-
Government Administration
-
700 & Above Employee
-
Administrative Coordinator
-
Jul 2019 - Nov 2020
-
-
-
EllisDon
-
Canada
-
Construction
-
700 & Above Employee
-
Project Accountant
-
Nov 2018 - May 2019
-
-
-
CIBC
-
Canada
-
Banking
-
700 & Above Employee
-
Senior Financial Advisor
-
Jun 2016 - Nov 2018
-
-
Senior Financial Services Representative
-
Oct 2015 - Jun 2016
-
-
Financial Services Representative
-
Dec 2013 - Oct 2015
I provide value to my clients through offering quality advice on a wide range of topics including credit investments and day to day banking.
-
-
-
Canadian Armed Forces | Forces armées canadiennes
-
Canada
-
Armed Forces
-
700 & Above Employee
-
Cameron Highlanders of Ottawa
-
Jul 2009 - Jan 2018
Participated in group learning, and completed my Junior Leadership Qualifications. Participated in group learning, and completed my Junior Leadership Qualifications.
-
-
-
RBC
-
Canada
-
Banking
-
700 & Above Employee
-
Account Manager
-
Feb 2013 - Dec 2013
As an Account Manager I provide quality advice that my clients can bank on. This covers a variety of topics ranging from credit needs to investment conversations.
-
-
Customer Service Representative
-
Jun 2012 - Feb 2013
Help clients with their day to day banking needs and recognize areas of opportunity to provide quality advice.
-
-
-
Best Buy Canada
-
Canada
-
Retail
-
700 & Above Employee
-
Home Theater Senior
-
Oct 2007 - May 2010
Managed team sales goals, scheduling, and supported the team through professional selling seminars. Managed team sales goals, scheduling, and supported the team through professional selling seminars.
-
-
Education
-
2008 - 2010
Algonquin College of Applied Arts and Technology
Diploma, Small Business Management
Community
