Joel Leonard

We believe great things happen when your financial needs are fully supported. Our approach begins with where you are today and builds a clear, personalized path toward your definition of success. By integrating investment, insurance, tax, and estate planning strategies—along with specialized support for business owners—we create a comprehensive plan tailored to every stage of your financial life.
For Canadians approaching or enjoying retirement, we help take the uncertainty out of retirement income planning—ensuring you have a reliable strategy to support your lifestyle and goals. Our focus is on helping you make the most of your wealth now and for generations to come, with the flexibility to adapt as life and markets evolve.
Welcome to truly integrated wealth management—designed around you.