Protect Your Hard-Earned Money
Leonard Group Financial has evolved from a sole proprietorship to its present form as an incorporated wealth management company. Our highly qualified team of professionals has over 50 years of combined experience in the financial security planning industry.
Importance of a financial plan
Those with comprehensive plans feel:
· More on track with their financial goals and retirement plans
· That they have improved their ability to save in the past five years
· More confident that they can deal with financial challenges in life
· Better able to indulge in their discretionary spending goals
Source: Financial Planning Standards Council website, www.fpsc.ca/value-financial-planning
Watch the video above to see the importance of a sound financial plan.
Then request your Leonard Group Financial Free Consultation Today!
Our free consultation process involves one or two meetings to determine your specific short-term and long-term goals and needs, collect financial data, provide you with a full description of the services we offer, followed by a personalized recommendation.
Will you have enough to retire?
“…you could be spending nearly a third of your life in retirement, so it is important to understand your financial numbers. That includes gauging how much money you have coming in and from what sources, as well as what it is that you will be spending it on. The lifestyle you hope to live will dictate how much money you need. And while you are at it, factor in inflation and err on the side of caution. Also, plan on living to 100 because, what if you live too darn long? Never mind having too much money saved for retirement, you don’t want to run the risk of running out.”
Source: Pattie Lovett-Reid, chief financial commentator at CTV News, for the Financial Post
Over the past several years, Peter Leonard of Leonard Group Financial has provided us with great service as our Financial Advisor, both personally and for our business. We trust Peter 100 percent, and feel very comfortable working with him. In fact, we have recommended him to our family members and employees.
Ken Miller & Jean Miller
Martin Gysbers has been looking after my fund investments and life insurance needs for the last decade. This has been a time when I have slowly, but steadily, transitioned from full-time business activity through to part-time activity, and then retirement. His role in this period of my life has played outstandingly well.
He listens well, clarifies carefully, debates open-mindedly, imposes no signs of pressure, makes his recommendations, and carries out my requests.
Most importantly, he has made me feel secure. And I like that.Richard Joll
We have been working with Peter Leonard of Leonard Group Financial for many years. We have found him to be very conscientious and extremely easy to deal with. He is always very professional and gives us plenty of time to think about his recommendations before implementing any changes to our financial plan. We very much appreciate this approach and would highly recommend Peter to others.
Yours truly,Larry & Edna Reilly
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