Happi LeopoldFounder & CEO

Areas of expertise
  • Stock investing & trading
  • Options trading expertise
  • Personal finance consulting
  • Investment solution knowledge
  • Managing bad debt
Certification
  • Certificate in Advanced Investment Strategies, Canadian Securities Institute
  • WME, Wealth Management Essential Course, Canadian Securities Institute
  • PFPC, Professional Financial Planning Course, Canadian Securities Institute

After realizing a large portion of my social community has limited knowledge of financial literacy, I have chosen to put my experience and passion for teaching to work, by founding Easy Finance Academy Inc., a company specializing in financial education. Its mission is to offer a simplified and impartial education leading to financial freedom.

I strongly believe the formula for success in the financial markets can be summed up as:

Education + Capital + Discipline + Patience = Success

I have been a professional in the field of financial markets for more than a decade and I have an in-depth knowledge of financial products and services. I have worked for a major Canadian Bank, where I held several positions as: financial advisor; investment consultant; Global trader for high net worth individuals; Options specialist; Thinkorswim Trading Associate; and personal banking specialist.

contact details

P.O. Box 23068
Bowmanville Mall
Bowmanville, ON
L1C 3X0

Social Profiles

how can we help you?

Contact us by submitting a business inquiry online.

“Leopold is currently my trainer regarding stock market investing. At the end of each session, I am always impressed by his mastery of the subject, his methodological approach, his GREAT patience and especially his professionalism. Plus, he is a hard worker.

What I really appreciate is his flexibility and respect for learners.”

Vivien

Wanting to learn more about our Master classes?

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