LeBlanc Investment Group
Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:
A financial plan can provide you and your family with the peace of mind that comes from knowing that you have not only given thought to your future, but have taken steps towards it.
There are many factors you need to consider as part of your long-term investment planning. Your objectives may include income, safety of principal or capital growth. To help you maximize your returns, you will want to know how you can make the most of tax provisions. We can provide you with useful information, like identifying possible tax planning opportunities and structuring your investments to take advantage of tax saving strategies. Tax reporting assists our clients in preparing their income tax returns, they receive a comprehensive tax information package each February, including:
All mandatory government reporting
An investment summary detailing investment income, expenses and trading activity for the year
Insurance planning is to protect yourself, your family and loved ones, your home, your assets, or your business against unexpected events. The idea behind insurance is to get a group to contribute financially to a fund specifically designed to help individuals recover in the case of an unexpected loss. In this way, insurance eases financial burdens that can occur when disaster strikes.
