Mr Benson Leung
Edward Jones
Bayview Village – Professional Offices
206-2901 Bayview Avenue
North York
Ontario
M2K 1E6
My Business
Local financial advisor serving the Newmarket/Aurora, Bradford, Gwillimbury families with their financial goals.
Ideal Referral
– Boomers looking to sell their homes (downsizing, liquidating investment/cottage properties) – Young families with $100k+ investable asset, combined income of $150k+; accumulating wealth – Families with estate planning considerations – Individuals recently receiving/expecting inheritance – Business owners
Top Problem Solved
Worked with a family of modest earnings for 2 years to get them their first home, while maintaining a positive cash flow to save for retirement.
My Ideal Referral Partner
– Accountants – Lawyers: Estate Planning lawyer, family lawyer, tax lawyer – Real Estate Agents – High income professionals (Doctors, Software engineers) – Grandparents
Top Product
Customized investment portfolio tailored to individual financial aspiration
My Favorite BNI Story
It’s one of my very own – I was at BNI in Hong Kong. It was one early morning that a first-time visitor came to me to offer an opportunity to present to her team. When I visited her office, that’s when I realized she is the director of a sales team of 300 with the need of my services. Always be present for the weekly meetings because opportunities can come any minute when you are prepared for it.