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: September 10, 2018
Bill Nye the Science Guy met with Prime Minister Justin Trudeau in Ottawa earlier this year to promote the use of alternative energy fuels in our economy. He is a strong advocate of moving away from carbon-based fuels. Yet, Nye admitted, in a Toronto radio interview some days later, that the...
Posted on: September 10, 2018
Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner. The last thing they want to think about is saving money and building assets. Yet this is the ideal time in life to start developing the correct habits...
Posted on: September 10, 2018
Good question. Many retirement income planning tools use a percentage of income to determine an income need in retirement and then calculate an amount needed to provide that income. People with similar incomes often have different spending and lifestyle habits. This can affect their income needs in...

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...