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 11, 2017
The conversation with clients about retirement income planning is much different from those conversations that occur over the years while they are building retirement assets using vehicles such as pensions, RRSPs, LIRA's, TFSAs and so on. Often, their focus is on being “conservative” because their...
Posted on: December 11, 2017
It doesn't take long after receiving your first paycheck to realize that all of your money is not your own. The Canadian government is an active partner in your earnings, and the more money you make, the larger it takes. A better understanding of taxes and how they apply to you can result in...
Posted on: December 11, 2017
Is it Christmas again already? Time passes too fast when you achieve grandparent status, and George and Grace are wondering once again what to give their grandchildren. Some years ago they realized they had no idea what toys were suitable, so started giving them cash. It seemed to get frittered...

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...