As a Certified Financial Planner professional, Léony’s holistic personal approach is to understand her clients and guide pre-retirees and seniors in simplifying their season of life – by coordinating assets to provide a tax efficient retirement income to last a lifetime.
A Financial Plan is a Retirement Income Roadmap and can provide clarity and peace of mind for the uncertain road ahead. A Financial Planner’s role is that of both a coach and a navigator for your financial life by suggesting ideal options and strategies to help you reach your financial goals, from the very best people and companies who provide them.
Educating our community is important to Léony, who volunteered her time as the past Chairperson of the Burlington S.A.L.T. Council (Seniors & Law-enforcement Together) educating seniors in the community on crime-prevention alongside the Halton Regional Police. She is the past President of the Burlington Newcomers Club, member of Joseph Brant Hospital’s Charitable Gift Planning Advisory Council and invited as a main platform speaker at a National Congress.
In addition, Léony is a regular contributor to the financial columns of local publications like the OPSEU Retirees Quarterly and often interviewed as an industry and Seniors expert by The Globe & Mail, local CHCH TV, MacLean’s Magazine, Reuter’s, Advocis, Investment Executive, CPA’s Association & CARP.
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