Solutions for your future needs.

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(705) 721-1940

Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.

 

 

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RG Leslie Insurance

140 Dunlop Street East
Suite 202
Barrie ON L4M 6H9

Phone: (705) 721-1940
Toll free: 1-888-299-7960
Fax: (705) 725-8372

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