About Joel Leonard
In anything I have ever dreamed of doing since I was a kid, it always centered around helping others.
I decided I can use my skills and abilities best by serving others through creating the best possible financial planning practice I can. Canadians across this great nation work so hard and dream big, but do not necessarily have a plan to achieve their goals. I saw an opportunity to bridge that gap and have a large positive impact on others. My job everyday is to get up, find people to help, show them how and then execute if they want to move forward. It is truly a dream come true for me.
Initial client meetings with me begin with a fact-finding mission. This information is more than assets and liabilities but really goals, attitudes and stress. I want to know what is important to you, what you dream about. I also want to know what keeps you up at night, what scares you the most when thinking about your financial future. Taking this information, my planning expertise along with industry leading AI software I develop your plan. I present the plan and together we decide whether we to move forward. Through regular updates, quarterly reach outs and annual reviews, we make the adjustments we need and nothing more.
My purpose in performing this job is to help others improve the quality of their life by securing their financial future. My clients therefore look like the following;
My clients are informed and engaged in their financial plan through honest and consistent two way communication. I will tell my clients the good, the bad and the ugly needed to achieve their goals and protect from their fears. This is crucial to properly performing my job and I only request honesty from them.
My clients have a goal driven plan they can stand on, review, question and interact with. This covers all aspects of their financial life and can go as deep on details as you like. This includes not only investment/retirement/estate planning but also proper protection of your greatest asset, YOU.
I am not your typical “grab and hold” type of financial planner. I believe your plan is a living, breathing document that needs to be updated as your life changes.
I can’t wait to start work every day and get after it.
If this sounds good to you, contact me today as I would love to work for you!