Confidence to spend and live well

You’ve worked hard to build what you have. Liz Leckie helps you enjoy it: thoughtfully, comfortably, and without second-guessing yourself. We plan and stress-test spending decisions so you can say yes to the things that matter, buy back time, and create memories, all while knowing your long-term security is still firmly in place.

Based in Glen Williams and serving Halton Hills, Georgetown, Acton, Caledon, Erin, Oakville, and Muskoka.

Meet our team

Who we help

Reach out for a conversation about the next chapter. We’ll help you step into it with confidence.

Business owners and entrepreneurs

Business owners and entrepreneurs

Pre-retirees and retirees

Pre-retirees and retirees

Women entering a new chapter

Women entering a new chapter

Athletes

Generational families

Generational families

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What our clients say

I have the pleasure of working closely with Liz Leckie and her team of professionals at IG for the past year and counting. She brings a wealth of knowledge and her understanding of complex tax laws and investment strategies impress the most seasoned of investors. Her heart is even bigger than her brain. The community involvement, the giving back to the countless charitable events and sponsorships, the amount of compassion she has for clients, friends, family and complete strangers is remarkable. Any endeavor she takes on is done with perfection. She truly is great at what she does and Liz is an all around wonderful person to have in your corner. I have and will continue to refer my clients to Liz moving forward and I can rest easy knowing they are in the best of hands. If you are looking for a fantastic financial planner, Liz Leckie is your girl!

 

-  John E.
Business Owner

I can't say enough about the professional advice we have received from Liz. She has been a huge asset to help educate our family and business around our finances and created a long term plan. We have options we never felt would be possible and are excited to continue to grow stress free. As our lives have changed Liz was there to make adjustments, offer advice and new opportunities that made the transitions seamless. IG has a large range of products including life insurance, investments opportunities, tax-free accounts, child benefits, RRSPs and so much more. I have had many clients, family and friends meet with Liz and all had experiences that changes their lives. The process was easy, no obligation and all our questions had been answered in our initial meeting. We left knowing we made the right decision and so far we have been able to see Liz anytime we needed advice to make changes with any policies or accounts we have with her team. I would highly recommend Lizzie and her team if you have any financial planning needs and want to be prepared for your future.

 

-  Christine M.
Business Owner

Liz is a phenomenal financial planner! Liz is not only highly knowledgeable but also genuinely cares about clients' financial well-being. What sets her apart is her ability to explain complex financial concepts in a way that is easy to understand. She took the time to get to know my goals, priorities, and concerns, and created a personalized plan that perfectly aligns with my needs. I especially appreciated how thorough and transparent she is. It's rare to find someone who combines expertise with such a high level of integrity and care. If you're looking for a trusted, professional, and dedicated financial planner, look no further. I highly recommend Lizzie to anyone!

 

-  Meghan S.

Working with Liz has changed our lives. Over the past 10 years she has patiently and thoroughly reworked my entire investment and insurance plans to a very manageable action and retirement plan. I have referred many others to her office. Engaging professional and dedicated to service for clients -- it doesn't get better than this in the financial world.

 

-  Elspeth K., MD

I cannot speak highly enough of Liz Leckie as a financial planner and an asset to our community. Liz has consistently gone above and beyond to support many of my clients, helping them achieve their financial goals with expertise, care, and dedication. Her ability to simplify complex financial concepts and create tailored strategies has made a profound impact on those she works with. Not only is Liz incredibly knowledgeable, but her genuine passion for helping others shines through in every interaction. She is approachable, professional, and truly invested in the success of clients. As a fellow professional, I deeply value Liz's commitment to excellence and her positive impact on the community. She has made a difference in so many lives, and I wholeheartedly recommend her to anyone seeking trusted financial guidance

 

-  Alana N.

A financial planner who coordinates the whole team

You shouldn’t have to play telephone between professionals. Liz Leckie and her team work directly with your accountant and lawyer to keep decisions aligned, reduce errors, and turn technical advice into clear, practical next steps.

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What we do

We help keep more of your wealth working toward the life you want to build. We do this by coordinating personal, corporate, and estate decisions with thoughtful timing, structure, and sequencing so less of your wealth is lost to tax over time and more stays available for your goals.

Tax planning

Taxes are often the largest controllable cost in a financial plan. We look ahead and plan proactively—income sequencing, corporate withdrawals, and asset location—so small decisions made early can add up to meaningful long-term savings.

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Tax planning 

Investment planning 

Insurance planning 

Estate planning 

Wealth transfer 

Charitable giving 

Retirement planning 

Business succession 

IG Private Company Advisory 

 

FAQ

  • Why should I work with a financial advisor?

    Financial planning is complex and it can be daunting to tackle it on your own when you have a lot of other things competing for your time. We ask the relevant questions, offer an objective perspective when it comes to making wealth-related decisions, and work with you to create a financial plan you can follow. We will be with you at every turn to adapt your plan as needed, and help ensure you are always well-positioned to reach your goals, regardless of changing priorities and market shifts.

  • What questions should I ask when choosing a financial advisor?

    How long has the advisor been in the business? What certifications, education and/or designations do they have? Do they have strong understanding of financial planning for both small businesses and personal planning? Do they focus on all aspects of wealth management, such as tax, accounting, succession and insurance-related issues, with easy access to a team of experts in those fields? Is their fee structure transparent?

  • What information will you need from me to create my comprehensive financial plan?

    We will start by discussing your current and future goals, followed by any initial concerns you may have. Next, to ensure we can provide a comprehensive plan, we will need current investment and bank account statements, insurance policies, and details on outstanding debts and monies owed, your most recent tax returns, a household budget (if you have prepared one) and plans for travel, large purchases, or helping children with education, home ownership or other pursuits.