Leonard Group Financial

I worked w Patrick Lindsay on a client. Client was very happy. Patrick was very easy to work with.

Established in 1989, Leonard Group Financial has evolved from a sole proprietorship to its present form as an incorporated wealth management company. Their highly qualified team of professionals has over 50 years of combined experience in the financial security planning industry.

They keep client information strictly confidential, and pride on the high level of service provided. Based in Eastern Ontario, the Leonard Group Financial team specializes in offering thoughtful, creative solutions to help individuals and business owners transform their financial destiny. The professionals have access to the expertise of product, tax and estate planning specialists.

For Individuals who want to strengthen their financial position…
Wealth accumulation and capital preservation, through comprehensive Financial Security Planning
Retirement planning and insurance analysis
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