ABOUT RG LESLIE INSURANCE AGENCIES LTD.
Valued Clients of RG Leslie Insurance
I am pleased to confirm that the merger of Lilley Financial Group and RG Leslie Insurance has been completed and business will continue with no effect on you, our valued clients. I will be remaining with RG Leslie Insurance and will be available to answer any questions you may have. I selected the firm of Lilley Financial Group for the merger based on my assessment of their ability to provide the same high level of care I have always strived to provide.
The new partners will be reaching out to you to introduce themselves in the coming weeks and until then I would ask that you be patient and understanding as we are ensuring the integration is seamless for you. My private cell number is not changing at 705-791-6322 and it is always available to you if you would like to chat.
I have been working with Lois and Danica from the Lilley FG team in the office since late 2020 for detailed training on your accounts and products. They have been doing a great job and with their years of experience, I am confident they will provide you the great service you are accustomed to. They are both at the office and answering the phone so when you call in, please introduce yourself to them.
The office number remains unchanged at 705-721-1940 and the RG Leslie name will continue to remain on your correspondence. I will still be available if there are any concerns but will be taking on more of the role of a consultant going forward. The new partners will be aligned to each of you so you have a direct person to contact. The wealth of knowledge and experience they bring will potentially open additional opportunities for you and I am confident you will be pleased with their character and professionalism. You can find out more information on the new partners on the LilleyFG.ca website.
Lastly, I would like to thank you for your support over the years and fully expect going forward you will enjoy the same level of care and service you have been accustomed to. Your support of our new team means a great deal to me.
R.G. Leslie Insurance Agencies
Welcome to RG Leslie Insurance Agencies Ltd., dedicated to educating our clientele. We will create strategies that best help you achieve your specific goals along life’s pathway according to your current and future needs, age and objectives.
Whether you are buying a home, saving for your children's education, starting your own business or planning for retirement. We will create a financial plan that can meet those goals. Working closely with actuaries, accountants and lawyers (Canada & USA). We offer quality professional and personalized financial advice to meet both our individual and business client needs to ensure financial independence and retirement security.
Financial Planning in Person. We will actually meet with you in person in our local office, or in your home /office face-to-face.
Meeting Your Changing Needs. You financial needs evolve and change as you reach certain landmarks in your lifetime such as getting married, or the children going to college or university. That is why it is important to build a strong relationship with a firm that takes the time to know you and comprehend your needs today and tomorrow.
AT RG LESLIE INSURANCE WE PROVIDE THE FOLLOWING SERVICES
- Wealth Planning
- Education Planning
- Investment Planning
- Retirement Planning
- Estate Planning / Tax Planning
- Life Insurance Protection
- Disability and Income Replacement Protection
- Critical Illness Protection
- Long Term Care Pre-funding
- Group Pensions & RRSP’s
We use a unique planning approach called Life-Path Financial Planning.
We create strategies that best help you achieve your specific goals along life’s pathway according to contingent changes, current and future needs, age, and objectives.
It is all about beginning with your personal goals in mind, which may include buying a home, saving for your children’s education and planning for retirement. We will create a financial plan that can meet those goals,
At RG Leslie Insurance Agencies Ltd you can choose the level of comprehensive financial planning advice, and tailor it to suitable to your life-path.
When developing a plan for you, we use a process to ascertain where you are now, what you need in the future, and what you must do to achieve your goals. The process involves:
Gathering the data;
Identifying your long term goals and your investor risk tolerance;
Identifying financial issues such as debt resolution, and short term tactical plans;
- Preparing your financial plan;
- Implementing your financial plan;
- Reviewing your plan
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