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: June 11, 2018
The US has been Canada’s largest trading partner for decades, so our economy is closely tied to the fortunes of our southern neighbour. In addition, because the US economy is still currently the largest in the world, whenever an investor implements or revises a financial strategy, it is always...
Posted on: June 11, 2018
Recent studies have shown that as many as 60% of Canadians will not have saved enough money in order to adequately provide for their retirement.1 The problem for most people is not that they plan to fail, they simply failed to plan, adequately. And, while many may have been conscientiously saving...
Posted on: June 11, 2018
It is seldom planned or wished for, but it is a reality and something that requires discussion - the illness and/or death of a spouse or partner. As the so-called Baby Boomer generation ages, there is a marked increase in widows suddenly left with financial situations that they do not fully...

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...