About Us

For fifty years I have been looking after other people’s financial security. What do I mean by financial security? I mean providing guidance to individuals, many of whom have become friends, to enable them to sleep at night knowing that someone has helped them to identify areas of potential risk and develop strategies to minimize or alleviate these risks. (Keep Your Money.)

These risks could include providing funds for their families or businesses in case of their death, it could be providing monies incase they became disabled so that their families or business wouldn’t be left in financial ruin or it could be providing expert investment advice to enable them to have an enjoyable and comfortable retirement or to mitigate the impact of taxes.

When I receive a telephone call from a client who wants to know what they should do with all of the money that they have earned as a result of my investment advice, I gain a sense of pride and pleasure that is unique to the financial services industry.

The team that I work with all have the same commitment and sense of duty to our clients. That is what makes the Burgess Leclerc Financial Group a success, not only today, but as a firm that will continue to grow and earn the trust of our valued clients well into the future.

It is amazing how rewarding it is if one is made for a job and the job is made for him or her. I am happy to introduce myself as that individual. My mission has always been to bring security to my clients by providing income replacement in case of premature death or disability through sickness or accident, or when age or choice puts one into retirement.

How is it accomplished? Through wise, secure and rewarding investments, diversified and sheltered as much as possible from taxes so that the capital grows and expands as it should. Many of my clients and family, mostly professionals, have been with me for over 20 to 30 years. My concerns for their well being has paid off for them through growth and for me mostly in putting my pride in serving them the best I can through proven experience, knowledge and success. My association with Burgess Leclerc Financial Group Inc. is providing continuity to professional services and expansion.

I am the French connection if that is your preferred communication language.

As a previous business owner and now a caring advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs. I believe that careful and personalised service is essential when matching clients with the right financial security products and services.

I understand my clients are in different stages of life. You might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and so I work to highlight the products that best fit your goals and needs. Once your custom- tailored plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to your plan.

It is an honour and privilege to be working with Gerald Burgess and J.J. Leclerc and their clients of many years. I will do my best to live up to the care and excellent service clients have come to expect over the years, working with JJ and Gerald.

Recommendation
“Warren Blatt was introduced to me by a family member to help guide us with financial and insurance needs and we are very happy they did. He is very skilled and genuine and he directed us to his colleagues when necessary. Warren has integrity and will not oversell you. His recommendations and advice are sound.”- P. Sorrenti- Jan 2012

"Do you want to talk to the man in charge or the woman who knows what is going on?"

This is a needle-point that I did for my boss and which he displays prominently on his office wall.

It is an honour to bring my 35 years plus experience to an organization that is committed to placing the client’s needs and goals above all else. I pride myself on being part of the heart and soul of this organization which enables the other team members to look after the areas where they each have expertise.

September marks the beginning of school and many other activities. We have marked September 2007 with the appointment of a new staff member.

We welcome Samantha Power into the Burgess Leclerc family. Speaking of family, Samantha will be working under the direct supervision of her mother our executive assistant, Donna Anderson.

Samantha’s skills and experience in record keeping, correspondence, problem solving and customer service are all first rate.

As our company continues to expand as well as our never-ending compliance and service goals, they will both be very busy. Feel free to ask for her when you call.