Isabella Leon joined Dorchester Wealth Management, a Cardinal Point predecessor firm in 2018, bringing with her over 8 years of experience in client relations, portfolio administration, and financial services. As a Senior Client Relationship Specialist, she is committed to providing personalized guidance, ensuring seamless account management, and fostering long-term relationships built on trust and transparency.
Isabella holds a Bachelor’s Degree in Administration from the John Molson School of Business (Concordia University), giving her a strong foundation in supporting our financial professionals and clients. Known for her attention to detail and client-focused approach, Isabella plays a key role in executing the firm’s tailored solutions that align with each client’s unique financial goals.