Protect Your Financial Destiny

Services for Individual Clients

Leonard group financial Individual services

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

And for those individuals who want a more comprehensive customized plan, we have developed the Safe Haven Solution


...transform your financial destiny!

Put our qualified team of professionals to work for you!