Leonard Group Financial

About

What's important to YOU?
Let US help you protect it!

http://www.leonardgroup.ca/

Story

Based in Eastern Ontario, the team of financial professionals at Leonard Group Financial specializes in offering thoughtful, creative solutions to help individuals and business owners transform their financial destiny.

This page is to ensure our clients and viewers have the most up to date knowledge about Leonard Group Financial and our team.

Mission

It is our Mission to provide creative planning solutions which are tailored to each individual or business. These solutions provide our clients with the support they need to grow, manage, protect and ultimately pass on wealth. Our Vision is that LGF will grow to be the most-referred team of financial and wealth management providers in South-Eastern Ontario. Our customer experience will exceed our closest competitor, and prospective clients will seek us out.

Products

FOR INDIVIDUALS:
•Wealth accumulation and capital preservation, through comprehensive Financial Security Planning
•Retirement planning and insurance analysis
•Estate planning using tax-advantaged strategies to transfer wealth to the next generation and/or supplement retirement income
•Planning for post-secondary education
•Risk management, to help ensure liabilities such as a disability or other health-related issues are appropriately addressed
•Mortgage financing, to facilitate property ownership
•Charitable giving (tithing) arrangements
•Referrals to professionals to address other personal situations that may present a unique challenge to the success of your plans
FOR BUSINESS OWNERS:
•Business investment concepts and planning for shareholders
•Shared interest arrangements – a strategy for sharing life insurance costs and benefits
•Executive compensation arrangements
•Employee benefit plans and employee retirement and pension plans
•Succession planning, funding for key-person, buy-sell agreements and exit strategies
•Opportunities for leveraging your business success

ASK US ABOUT 'THE SAFE HAVEN SOLUTION'.