Category: | Point of interest, Establishment, Finance, |
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Address: | 520 Main St, Georgetown, ON L7G 3S8, Canada |
Postal code: | L7G 3S8 |
Phone: | (905) 878-2700 |
Website: | https://advisor.investorsgroup.com/en/liz_leckie |
I have the pleasure of working closely with Liz Leckie and her team of professionals at IG for the past year and counting. She brings a wealth of knowledge and her understanding of complex tax laws and investment strategies impress the most seasoned of investors. Her heart is even bigger than her brain. The community involvement, the giving back to the countless chartiable events and sponsorships, the amount of compassion she has for her clients, friends, family and complete strangers is remarkable. Any endeavor she takes on, is done with perfection. She truly is great at what she does and Liz is an all around wonderful person to have in your corner. I have and will continue to refer my clients to Liz moving forward and I can rest easy confidently knowing they are in the best of hands. If you are looking for a fantastic financial planner, Liz Leckie is your girl!
I can’t say enough about the professional advice we have received from Lizzie. She has been a huge asset to help educate our family and business around our finances and created a long term plan. We have options we never felt would be possible and are excited to continue to grow stress free. As our lives have changed Lizzie was there to make adjustments, offer advice and new opportunities that made the transitions seamless. Lizzie has a large range of products including life insurance, investments opportunities, tax-free accounts, Child benefits, RRSP’s and so much more. I have had many clients, family and friend meet with Lizzie and all had experiences that changes their lives. The process was easy, no obligation and all our questions had been answered in our initial meeting. We left knowing we made the right decision and so far we have been able to see Lizzie anytime we needed advice to make changes with any policies or accounts we have with her team.
I would highly recommend Lizzie and her team if you have any financial planning needs and want to be prepared for your future.
Christine Monckton
After talking to Liz, I was impressed with her knowledge of the tax laws. A good financial planner should help you build wealth and at the same time set it up so you pay as little tax as possible. Liz Leckie does this!
Late in 2017 I had the pleasure of meeting Liz as a professional connection through a friend who used her financial planning services. From the very start I was impressed with Liz's knowledge, communication and desire to collaborate. As an accountant it is difficult to impress me financially and her creativity and initiative far surpassed the dozens of other planners I have met over the years.
To start I moved my own portfolio over to Liz. We worked together and she created a detailed plan for my husband and I which easily surpassed the quality of our previous planner. Over the years Liz and I have now worked together on dozens of clients' tax and planning needs to ensure clients have the most comprehensive approach.
I deeply appreciate how willing Liz is to help give perspective on a situation even if it isnt for someone who is her client and how she will go out of her way to make sure things are done properly.
Liz had been a huge help for my family! We started working with Liz to prepare for maternity leave. She was able to help us save for an 18 month leave, get affordable life insurance for my husband and myself, and plan for our family's future. We're now working with her to get life insurance for our daughter. I'm so glad I met Liz and started working with her. She is an amazing person and I can't thank her enough.