Mission
Leck & Curley Financial Services is a locally-owned financial planning firm.
Our goal is to provide unbiased and personalized financial advice, solutions, and service which enables our clients to achieve their individual goals and ensure financial independence and retirement security.
The Total Financial Planning Process involves the following steps:
- Review and clarify present situation
- Identify financial goals and objectives
- Identify financial problems and opportunities
- Provide recommendations and alternative solutions
- Coordinate the implementation of a financial plan
- Provide periodic reviews and updates
Services
Leck & Curley Financial Services represents various financial institutions and can therefore provide a wide range of insurance and financial products and services.
- Mutual Funds *
- Life Insurance
- Disability Insurance
- Travel Insurance
- GICs and Payout Annuities
- Segregated Funds
- RRSPs and RRIFs
- RESPs
- Group RRSPs
- Employee Benefit Plans
- Key Person Life & Disability Plans
- Buy - Sell Agreement Funding
- Retirement Planning
Leck & Curley Financial Services will help you choose just the right combination of products and services to help you reach your financial objectives. Our commitment to service means that we will always be there to make the necessary alterations to keep your plan up to date.
* Mutual Funds provided through Quadrus Investment Services Ltd.