Protect Your Financial Destiny
Peter J. Leonard
Creator of the Safe Haven Solution™
Contact Peter Leonard
Tel: (613) 342-2555
Fax: (613) 342-2558
Life and Qualifying Member of the Million Dollar Round Table (MDRT)
After several successful years in management with a large financial services company, Peter decided to pursue his aspiration of serving individuals and business owners. With this in mind, in 1999 in collaboration with his business partner and wife Tammy, he established a full-service wealth and estate planning practice, and began developing what has grown to become Leonard Group Financial.
Working extensively with other professionals such as accountants, lawyers and other experts, Peter is an innovator who develops creative and strategic solutions for individuals and business owners. He is a respected professional who possesses the skill to identify risks that his clients face, and work with them to establish customized plans designed to minimize those risks while maximizing opportunity for growth and tax-efficiency. Peter’s specialty is retirement income planning. He works with a limited number of families and his clients often refer other family members and friends to him for advice, based on their own successful experience.
For over 20 years, Peter has been recognized as one of the top financial advisors worldwide, having achieved the time-tested status of Life and Qualifying membership at the Million Dollar Round Table, the Premier Association of Financial Professionals®. A strong advocate of life-long learning, Peter has invested extensively into educational programs and materials, and enjoys sharing his knowledge and experience as a mentor to new advisors.
A supporter of many charities, Peter is an advocate of giving back to the community, and appreciates the tremendous work performed by his clients and colleagues on behalf of various service groups and charities throughout Eastern Ontario.
A long-time member of Judo Canada and Judo Ontario, Peter trained at the esteemed Takahashi Dojo in Ottawa. He enjoys golfing, travelling and working around his home in beautiful Brockville Ontario, with his wife Tammy. They have two successful daughters, Grace and Anna.
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