Business Details
8 Years
experience
Your Trusted Financial Advisers in Toronto
Founded in 2018, Lehr Financial has established itself as a trusted partner in financial planning and insurance solutions. With over 20 years of experience in customer service and a deep commitment to personalized guidance, we specialize in life, travel, health, and retirement insurance tailored to individual needs. Our team prioritizes accessibility, offering bilingual support and a client-centric approach that emphasizes transparency, competitive pricing, and long-term financial security.Backed by partnerships with leading providers, we deliver customized strategies to protect families and investments. Our dedication to continuous learning ensures clients receive proactive advice aligned with evolving market dynamics. Recognized for reliability and expertise, we serve clients across multiple Canadian provinces, focusing on building trust through clear communication and results-driven service.
Services
Life Insurance
Travel Insurance
Health Insurance
Retirement Plans
Associated Services
Details
- Year established: 2018
Highlights and features
- We offer 20+ years of experience in financial services and customer care.
- Our team provides personalized insurance solutions tailored to individual needs.
- We maintain transparent pricing with no hidden fees.
- Licensed professionals operate across multiple Canadian provinces.
- Bilingual Spanish support ensures clear communication for diverse clients.
What people say
Fast and reliable
Personalized service
Highly recommend
Expert insurance advisory
Bilingual support
Services
Life Insurance
Life insurance ensures financial protection for dependents after the policyholder's death. We offer term, permanent, and universal life policies with customizable coverage amounts. Our advisors help clients determine appropriate coverage based on income replacement needs, typically recommending 5-10 times annual salary.
Travel Insurance
Travel insurance protects against medical emergencies, trip cancellations, and lost belongings during international travel. We provide plans for visitors to Canada, students, and business travelers, including emergency medical evacuation and legal assistance coverage.
Health Insurance
Health insurance covers medical expenses including hospitalization, prescriptions, and diagnostic tests. Our solutions offer access to extensive provider networks and tax-advantaged options for individuals and families seeking supplemental or comprehensive coverage.
Retirement Plans
Retirement planning services include RRSPs, TFSAs, and annuities to ensure financial stability in retirement. We create diversified investment portfolios with tax-efficient strategies to maintain clients' quality of life during their post-work years.
Associated Services
Our associated services encompass accounting, real estate, legal support, and mortgage solutions. This holistic approach provides clients with integrated financial management, from business insurance to investment property guidance through trusted partner networks.
People
Guillermo Lehr
Investments and Insurance Solutions
Guillermo Lehr combines 20+ years of customer service experience with financial industry expertise. A bilingual advisor licensed across multiple Canadian provinces, he specializes in personalized insurance and retirement strategies while maintaining active client communication.
Questions
What types of insurance do you offer?
We provide life, travel, health, and retirement insurance solutions, along with associated services including accounting, real estate, and legal support.
Do you serve clients outside Ontario?
Yes, our licensed advisors serve clients across multiple Canadian provinces including Quebec, Alberta, and British Columbia.
Can I get help with retirement planning?
Yes, we offer RRSPs, TFSAs, annuities, and customized retirement strategies to ensure financial security during your post-work years.
Do you offer bilingual services?
Yes, our team provides Spanish-language support for clients requiring assistance with insurance and financial planning matters.
How do you personalize insurance solutions?
We assess individual needs through detailed consultations, then recommend coverage amounts and policy types based on income replacement requirements and family circumstances.
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