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.

  • How can a female financial advisor help me feel more comfortable talking about money?

    A female financial advisor can offer a different kind of space for conversations that may feel especially personal, including divorce, widowhood, retirement or suddenly taking on greater financial responsibility. At Leckie Private Wealth, we take a calm, respectful approach, giving you time to ask questions, understand your options and make decisions without feeling rushed or talked over.

  • When should I speak to a divorce financial planner?

    The earlier you can involve a divorce financial planner, the more opportunity there may be to understand the long-term impact of decisions before agreements are finalized. Housing, pensions, taxes, support arrangements and the way different assets are divided can all affect your future differently. We help you look beyond what appears fair on paper and consider what each decision could mean for your income, security and independence in the years ahead.
     

  • What does high-net-worth financial planning look like when my finances have become more complex?

    High-net-worth financial planning brings together the decisions that become increasingly connected as wealth grows. That may include tax planning, investment strategy, retirement income, corporate assets, estate planning, insurance, charitable giving and wealth transfer. Our role is to help you see how those pieces affect one another and make thoughtful decisions with the full picture in mind.
     

  • How can a high-net-worth financial advisor help me enjoy more of what I’ve built?

    A high-net-worth financial advisor can help you answer a question many successful people eventually face: how much can I comfortably enjoy today while still protecting tomorrow? We can stress-test spending decisions, plan retirement income, consider tax consequences and help you understand how travel, family gifts, charitable giving or major purchases fit into your long-term plan.

  • Why might working with a CERTIFIED FINANCIAL PLANNER® professional be important?

    A CERTIFIED FINANCIAL PLANNER® professional, or CFP® professional, brings advanced education, professional standards and broad financial planning knowledge to the relationship. At Leckie Private Wealth, that expertise is paired with a highly personal approach. We take the time to understand what is happening in your life, explain your options clearly and help you make decisions that support both your financial future and the life you want to live.

  • What does private wealth management mean for my family?

    Private wealth management looks beyond individual accounts or investments and considers how your entire financial life fits together. High-net-worth wealth management may include investments, taxes, retirement planning, estate planning, insurance, business interests, philanthropy and wealth transfer. The value often comes from coordinating those decisions so your wealth supports your family, your lifestyle and the legacy you hope to leave.

  • How can tax planning help me keep more of what I’ve built?

    Thoughtful tax planning can make a meaningful difference over time, especially when you have several income sources, a corporation, investments or significant assets. We look ahead at decisions such as how and when income is received, which accounts are used first, how investments are structured and how tax may affect retirement, estate or business decisions. Tax becomes part of the larger plan rather than something considered only after important decisions have already been made.


     

  • What should retirement planning help me feel more certain about?

    Retirement planning should help you understand where your income will come from, how much you can comfortably spend and how your plan may need to change over time. We help coordinate pensions, RRIFs, TFSAs, non-registered investments and other income sources while considering taxes, family priorities, estate goals and the lifestyle you want to enjoy. Most importantly the freedom to say yes to what matters most.

  • How can estate planning help protect the people and wishes that matter most to me?

    Estate planning helps make sure your wishes, assets and financial structures continue to work together as life changes. That can include reviewing beneficiaries, insurance, account ownership, tax considerations and how wealth may eventually move to family or other beneficiaries. We can also coordinate with your estate lawyer so the financial side of the plan supports what you want to happen.

  • How can charitable giving and philanthropy become part of my financial plan?

    Charitable giving and philanthropy can be a meaningful way to use your wealth while also creating opportunities for thoughtful tax planning. Depending on your goals, that may include donor-advised funds, gifts of securities, structured giving or involving children and grandchildren in decisions about the causes your family supports. We help connect generosity to the rest of your financial plan so giving feels intentional, sustainable and personal.

  • How can we help women during a major life change?

    We are passionate about helping women join and be more involved in their own financial decision making. Our team can help you make sense of decisions that often arrive during emotionally significant moments, including divorce, widowhood, retirement, a second marriage or taking on greater financial responsibility. We help you understand what you have, what needs attention now and what can wait, while giving you the time and space to make informed decisions at your own pace.