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Leonard Group Financial is a wealth management company that has evolved from a sole proprietorship to an incorporated company, with a team of professionals having over 100 years of combined experience in financial security planning. The company provides access to all major investment and life insurance institutions in Canada and offers thoughtful, creative solutions to help individuals and business owners transform their financial destiny. The team is dedicated to providing high-level service, keeping client information strictly confidential, and accessing expertise in product, tax, and estate planning. With its strong reputation in Eastern Ontario, Leonard Group Financial is well-positioned to design and implement personal and financial security plans for its clients.
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O'Farrell Wealth & Estate Planning is a financial advisory firm that provides comprehensive wealth planning, group benefit plans, and mortgage lending services to individuals and businesses. Our team of professionals helps clients create individualized plans to meet their unique needs and achieve their goals. With over 27 years of experience, we have served our communities with professionalism and integrity.
Highly experienced and supportive financial advisors.
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