Cameron Dunbar Financial Professional

As a new client, I didn’t know what to expect after being with my previous investor for 18 +years. But you can only make 1 “good” first impression. And I got to say , he got that one down. Now , 4 months later, he still answers all my questions with quick responses, putting my mind at ease, and that reassuring. Nothing but good things to say, so far in this new journey. I’ve gotten more in 4 months than the 18+ years prior. Highly recommended to all.

I cannot overstate how wonderful my experience has been working with Cam Dunbar, owner and operator of Leading Wealth Management along with Advisor Chloe Jeffries. Their assistance with navigating my finances has been an absolute game-changer for me, replacing confusion with clarity and providing me the ability to (finally!) have some genuine peace of mind. From the very first meeting, I was treated with extraordinary respect, warmth, and a level of personalized attention that is truly rare—I genuinely felt like family rather than just another client. Cam’s incredible 20+ years of experience and Chloe’s prompt follow-up messaging and synopsis of our discussions among other things, not to mention their outstanding professionalism is matched only by their incredible patience and ability to explain complex concepts to me with such kindness. They invested the time I needed to have with them to ensure I understood every step of my financial journey. I am deeply appreciative of the genuine partnership we’ve formed, and knowing my future is in the hands of such thoughtful and capable people is the greatest comfort. Thank you, Leading Wealth Management, for the best financial guidance and care I could have ever asked for. I look forward to continuing to work with you as my financial journey continues.

After discovering Cameron through a YouTube video my wife and I contacted him to discuss our financial situation and what expertise he could provide us with. We had read that he had helped other teachers better prepare for their financial futures and we were very intrigued by the services provided. We were immediately impressed with him and his ability to break down our situation and lay out workable and achievable goals. He provided us with avenues, opportunities and the empathy our big bank did not. Cameron is very personable and has an innate ability to break down your finances using software that clearly delineates where your finances are and how they can be allocated to, not only allow you to prepare for retirement, but set out clear and manageable goals to enjoy your life now. As educators with three kids the current economy has made life quite a struggle financially. Cameron has definitely provided a light at the end of that tunnel and brightened up our day to day situation. He has access to and good relationships with others in the financial sector and he provides several options to meet any goal. Now our plans for returning to teaching overseas is on a four year plan and Cameron will be working with us for the long term. We are very impressed, very happy we came across Cameron Dunbar.

Cameron Dunbar is an exceptional financial advisor who I have had the pleasure of working with recently. As a teacher who was leaving the profession, I was concerned about how to commute my pension and make the best decision for my future. Cameron patiently and expertly guided me through the complicated process, making it clear and easy to understand. From the moment we met, Cameron's knowledge and professionalism were evident. He took the time to get to know me, understand my current financial situation, and fully explain my options for my pension. He completely demystified the process, making it easy to comprehend and navigate. Cameron was always there to answer my questions, no matter how many times I asked them or how redundant they may have been. Thanks to Cameron, I was able to make an informed and confident decision about commuting my pension. He held my hand every step of the way, making sure I felt totally comfortable and at ease. His guidance and expertise were invaluable, and he was a true partner in the process. I couldn't recommend Cameron more highly. He is an outstanding financial advisor who truly cares about his clients and goes above and beyond to ensure their financial success. If you need someone to help guide you through a major financial decision, Cameron Dunbar is the one to call!

First, I want to say how I appreciate Cameron’s timely response and how we set up meetings through Skype and had discussions about mine and my husband’s future retirement. I appreciate his expertise on retirement and investment strategies. He is always available for any questions and will walk you through the whole way. I recommend Cameron to anyone looking to invest for their future. He is extremely knowledgeable, realistic and makes you think about your future.