221 Robins Point Rd., Victoria Harbour, ON L0K 2A0View on Map »

Our Clients are our Friends

Burgess Leclerc Financial Group Inc. was founded by Gerald Burgess and J J Leclerc. Gerald and JJ considered clients to be friends.

We do as well. We are not concerned with the size of the portfolio. All clients receive our undivided attention.

We take the time to get to know our clients and their needs and work with them to provide the best insurance or investment solution.

Please contact us so that we may help you.

Young Family

Recent Articles

Posted on: December 10, 2018
With the year-end fast approaching, the story about Johnny Depp (and other celebrities with Estate planning woes), act as a cautionary tale for the average Canadian. Actor Johnny Depp, best-known for his roles in the Pirates of the Caribbean movies, made a reported $650 million USD and finds...
Posted on: December 10, 2018
Graham*, like millions of other Canadians, has and uses credit cards. He often carries a balance from month to month and is concerned about making the monthly payments if he becomes disabled or gets seriously ill. Graham doesn't want to stick his family with the balance if he dies before paying it...
Posted on: December 10, 2018
Most Canadians want to pass their life savings on to their heirs. The assets remaining once retirement needs are met will be distributed more effectively if there is a properly prepared will detailing the deceased's wishes. Many people mistakenly believe that this issue is far in the future....

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 21

During the last market downturn a few years ago, retirees who had all their assets in equities saw...

By admin Mar 5

First you were putting on their diapers. Then you walked them to their kindergarten classroom. You...