Avesta Wealth - Leah Robertson
70Good286 Owens Crescent, Kingston, ON K7M 8H6, Canada
About
Leah Robertson is an Associate Financial Advisor at Avesta Wealth in Kingston, Ontario, offering personalized financial planning, portfolio construction, wealth management, insurance planning, and tax planning.
Senior Care Path Summary
Leah Robertson works with clients to navigate financial planning with confidence, bringing four years of experience in forming long-lasting client relationships. She offers comprehensive financial planning, portfolio construction, wealth management, insurance planning, and tax planning services. Leah is actively pursuing her Certified Financial Planning designation and meets with clients both in-office and virtually.
Clients appreciate her unbiased guidance and ability to help them feel secure about their financial direction. Avesta Wealth is regulated and protected under CIRO (Canadian Investment Regulatory Organization) and CIPF (Canadian Investor Protection Fund), providing security and accountability in your financial planning.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families mapping out retirement income
- Adults seeking unbiased financial guidance
- Clients wanting comprehensive financial planning
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
20 Google reviews
Most recent reviews
Anne-Julie Trudel
a month ago · via Google
Leah is a very caring, trustworthy and practical advisor. We’ve really enjoyed our experience working with her and receiving her guidance throughout all the choices we’ve been faced with, and will face down the road
Aaron McCormick
4 months ago · via Google
Leah was incredibly easy to work with. She was understanding and answered every question we had. We were looking to take the first steps towards buying a home and she provided us with a wealth of great information, and also connected us with trusted professionals that we can move forward in the home-buying process with.
Logan Brown
4 months ago · via Google
We reached out to Leah to discuss the first steps needed in order to buy our first home. Leah was welcoming, approachable, and informative. Leah answered all of our questions and provided us with resources to move forward in this process. We couldn’t recommend Leah more, and will definitely continue to use her in the future 🤍
Summary of Google Reviews
Summarized by Senior Care Path from Avesta Wealth - Leah Robertson's Google rating and recent reviews. Confirm specifics with the provider.
Avesta Wealth - Leah Robertson holds an excellent 5.0-star rating across 20 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
Services
Licenses & Registrations
- Licensed representative
- Pursuing Certified Financial Planning (CFP) designation
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, Canadian Investor Protection Fund (CIPF)
- Member, Canadian Investment Regulatory Organization (CIRO)
Languages Supported
- English
Location
286 Owens Crescent, Kingston, ON K7M 8H6, Canada
Also serves
- Kingston, Ontario