Leonard Group Financial

At Leonard Group Financial, we are dedicated to helping individuals and business owners protect and grow their wealth. With over 100 years of combined experience in the financial security planning industry, our highly qualified team of professionals is committed to providing personalized and comprehensive financial solutions that meet the unique needs and goals of our clients.

Established in 1989, Leonard Group Financial has evolved from a sole proprietorship to its present form as an incorporated wealth management company. Our team of experts has access to all of the strongest investment and life insurance institutions in Canada, ensuring that we have the tools and resources needed to provide the highest level of service to our clients. We take pride in keeping client information strictly confidential and providing thoughtful, creative solutions to help our clients achieve financial security and peace of mind.

Our Services

At Leonard Group Financial, we offer a wide range of services designed to help individuals and business owners achieve their financial goals. Our experienced team of financial advisors provides personalized financial planning, wealth management, and investment solutions tailored to meet the unique needs of each client.

For individual clients, we provide comprehensive financial planning, retirement planning, estate planning, and investment management services. Our experienced team of financial advisors works closely with clients to understand their goals and objectives, and develops personalized financial plans that help them achieve financial security and peace of mind.

For business clients, we offer a range of services designed to help them achieve their business goals. Our team of experts provides business owners with comprehensive financial planning, succession planning, group benefits, and retirement planning services. We also provide business owners with access to the expertise of product, tax, and estate planning specialists, ensuring that they have the tools and resources needed to succeed.

Our Unique Process

At Leonard Group Financial, we believe that every client is unique, and that's why we offer a unique process designed to help our clients achieve their financial goals. Our process begins with a free consultation, where we work closely with clients to understand their goals, objectives, and concerns. We then collect financial data and provide clients with a full description of the services we offer, followed by a personalized recommendation.

Our team of experts uses this information to develop a comprehensive financial plan that is tailored to meet the unique needs and goals of each client. We then work closely with clients to implement their plan, providing ongoing support and guidance to ensure that they stay on track and achieve their financial goals.

Our Team

At Leonard Group Financial, we have a team of highly qualified professionals who are dedicated to providing exceptional service to our clients. Our team includes experienced financial advisors, investment specialists, and operations experts who are committed to helping our clients achieve financial security and peace of mind.

Our team is led by President Peter J. Leonard, who has over 30 years of experience in the financial security planning industry. Our team also includes Martin A. Gysbers, B.A., Partner/Financial Advisor; Pat Lindsay, Partner/Financial Advisor; Tammy Leonard, CFP, Vice President, Operations; Samantha Werner-Mackeler, Executive Associate; and Stephanie Foley, Office Manager/Paraplanner.

Transform Your Financial Destiny

At Leonard Group Financial, we are committed to helping our clients transform their financial destiny. We believe that with the right guidance and support, anyone can achieve financial security and peace of mind. Our team of experts is dedicated to providing personalized and comprehensive financial solutions that meet the unique needs and goals of our clients.

Whether you're an individual looking to plan for retirement or a business owner looking to achieve your business goals, we have the expertise and resources needed to help you succeed. Contact us today to learn more about our services and how we can help you transform your financial destiny.