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: August 13, 2018
Our previous article looked at the increase in market volatility in 2018 in historical terms to put it in perspective. The other factor to consider is where are we in the market cycle and what this might mean for you personally in terms of your own long-term financial strategy. Many market...
Posted on: August 13, 2018
John and Jane had spent many months planning for their special day. They had also budgeted and spent many thousands of dollars to celebrate their wedding. Now what? Since John and Jane have made a for richer or poorer commitment to each other, it's time to do something about it; and they need to...
Posted on: August 13, 2018
Your death will create problems. There will be three types - emotional, legal and financial. You can do certain things now, while you're alive, to reduce or increase these problems and make your heirs either love you or hate you. Emotional Problems You can increase the emotional upset after your...

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...