Here we grow again!
The L&A Financial Group team is pleased to welcome Andree Ansaldo to our administrative assistance team.
Andree officially joined us on September 12th and adds some previous experience in both the insurance and mutual fund industries to our current staff of Donna Riding and Cathy Burke.
Please take a moment to welcome her when you call or visit our office.
L&A Financial Group is excited to announce the addition of Leo Jolicoeur to our team of planning associates. Leo comes to us with an extensive background in corporate finance where he developed an intimate understanding of the benefits of protecting capital and building wealth. He has earned a Bachelor of Commerce Honours Degree from the University of Windsor and he is in the process of completing the Chartered Professional Accountant (CPA) designation. Leo also holds a Certificate of Leadership from the University of Western Ontario and currently serves on the executive of the Greater Niagara Advocis Chapter. He lives in Grimsby, Ontario with his wife and son. Leo is looking forward to working with a dedicated team of individuals that share his enthusiasm for providing security and growth that is specific to individual client needs.
L&A Financial Group was founded nearly 30 years ago as an independent planning agency helping our clients protect what they care most about, financial security for themselves and their families . We remain client centred through our core values that control our business processes and strategies.
We look to build trust through our integrity, commitment to professional and client education. Client relationships are strengthened through two way communication and confidence that our knowledge will provide security by developing your plan for financial security and wealth accumulation.
We help concerned people rest easier by understanding them, then personalizing their financial strategies.
Whether it is providing needs based specific solutions or the development, implementation and regular review of a comprehensive financial plan our Certified Financial Planners and Wealth Advisors can provide you with the information you need to make an informed decision that is right for you.