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Leonard Group Financial

(2)

For Business Clients, For Individual Clients, Client Resources

“Based in Eastern Ontario, the Leonard Group Financial team specializes in offering thoughtful, creative solutions to help individuals and business owners transform their financial destiny.”

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Robert Tavares - Financial Advisor & Invesment Representative

(8)

Expertise

“He looks after us very well, and I recommend his excellent services to anyone with similar needs, or for those who are looking for an expert financial planner.”

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Investishare

(5)

Coaching

“This is a great place to learn about crypto, day trading, build mindset, real estate investments.”

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Brock Shores Financial

(2)

“My taxes can be a little complicated but Tim impressed me because he knew the answers right away without saying he needed some time to dig into things more.”

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Limestone Financial - Brockville Office

Health and Dental Insurance Plans, Critical Illness Insurance, Annuities

“Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country.”

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Victor P. Dorey, Cfp, Clu, Rrc-Ig Wealth Management

“Our solutions are well suited for affluent individuals and families who value a disciplined and proven approach to wealth management. Our IG Living Plan process is collaborative – whether it's your accountant or the many other experts we utilize, we ...”

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Elite Expense Recovery

Specialized Savings, Expense Reduction, Tax Incentives

“Looking for ways to improve your business profitability...? Our service specialists have been delivering expense reduction & cost recovery solutions for 20+ years. We have a full suite of services with benefits in multiple areas that apply to any siz...”

FAQs

How long does it take to run an assessment?

Our initial telephone meeting is typically no more than 15 minutes. During this meeting, we will gather basic information about your company to determine which tax credit incentives, and business expense reduction programs you may qualify .

What information do I need to provide?

After the initial telephone meeting we will follow-up to obtain additional details based on the identified tax credit incentives, and business expense reduction programs you may qualify for. Usually within a few business days we will e-mail you about the benefits and savings we have identified for you.

Are these things my CPA or CFO could address?

In our experience, people in these roles do not obtain anything close to the results our experts deliver. Our specialized teams, with many years of experience performing the specialized work required are able to maximize the benefits and savings for your business.

Will my business qualify for a savings benefit?

In our experience almost every company can benefit from one or more of our services. Your savings will depend on what our team determines when they evaluate that area of your business.

This information can be found on the FAQ page on our website.

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The Mortgage Professionals

(4)

“During a really difficult time Rick did everything he could to make the process for the new mortgage seamless and easy”

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Becker Hillier Wealth Management

(1)

“I enjoy working with him as my financial advisor and working towards my and my wife's retirement plans.”

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Delta Creek Financial Advisors

“Why Choose Independent Financial Advice? We understand that your financial journey is as unique as you are. Our team of experienced, unbiased advisors is here to provide personalized and independent guidance tailored to your specific goals and aspira...”

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We-Finance

“Leasing your equipment is a smart way to grow your business. Adding the right tools, technology and equipment at the right time can help your business thrive. It gives you the power to diversify, increase production or expand your business.”

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Parasol Financial Solutions

(4)

“I've been dealing with Sean for around a year and half now and couldn't be happier with how things have gone so far.”

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Ottawa Investment Advisor John Bruce

(41)

Manage
Market
Returns

“My portfolio has seen steady gains (exceeded expectations) and he routinely checks in to discuss new opportunities and provide updates and recommendations on next steps.”

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Hall & Associates CPA Professional Corporation

(4)

Businesses Getting Results, Personal Income Tax Preparation, Financial Year End

“Deanna and her team helped us through the maze of setting up a new business and have been instrumental in making sure that all of the tasks that need to be done each year are done.”

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Kingston Financial

(3)

Business, Retirement, Other Services

“Most importantly, Steve had instilled in us a sense of confidence in being able to go forward with all the requirements of the aforementioned probate process.”

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Caldwell Wealth & Estate Advisory

(5)

“We appreciate a comfortable environment where the expert works his magic, but is able to present it in not only a professional way, but also in context we understand!!”

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Goldhar & Associates

(2)

“William, Birgit and everyone else we spoke to and worked with were excellent!”

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Cactus

(5)

“Recently started consulting and working with Aaron for helping solidify and work toward our short and long term financial goals, and have appreciated his welcoming, professional, and supportive approach from the outset.”

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Kccu Wealth Solutions

(1)

“They look out for your needs and take care of all of your financial goals!”

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Herr Wealth Management

(1)

“Great communication throughout and she was instrumental in getting my claim processed for me.”

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Financial Horizons Group

(1)

“Without one positive thing to day about you !!!!!”

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True Life Insurance and Estate Solutions

(1)

“She is knowledgeable and always has her clients best interests in mind.”

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Monarch Financial

“I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook....”

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IPC Securities Corporation - Jeff Keill

(3)

“Amazing people who make you feel like you are an integral part of their business”

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Average Cost	$3620
Minimum cost	$1207
Maximum cost	$10256
Avg Per Hour Rates	$362

Best Financial Advisors in Brockville, ON

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Brockville area.

Leonard Group Financial

Robert Tavares - Financial Advisor & Invesment Representative

Investishare

Brock Shores Financial

Limestone Financial - Brockville Office

Victor P. Dorey, Cfp, Clu, Rrc-Ig Wealth Management

Elite Expense Recovery

The Mortgage Professionals

Becker Hillier Wealth Management

Delta Creek Financial Advisors

We-Finance

Parasol Financial Solutions

Ottawa Investment Advisor John Bruce

Hall & Associates CPA Professional Corporation

Kingston Financial

Caldwell Wealth & Estate Advisory

Goldhar & Associates

Cactus

Kccu Wealth Solutions

Herr Wealth Management

Financial Horizons Group

True Life Insurance and Estate Solutions

Monarch Financial

IPC Securities Corporation - Jeff Keill

Retirement Planning and Investment Management Services in Brockville, ON Cost Estimates

Why these companies made our list

Wealth Management Advisors near Brockville

Popular in Brockville