About Wayne Leckie

Wayne Leckie, a seasoned financial advisor, specializes in the nuanced areas of estate and tax planning with a strategic focus on insurance solutions, catering to high-net-worth clients in Mississauga, Brampton, Vaughan, Markham, Richmond Hill, and Toronto. With over three decades of experience, Wayne is known for his unwavering commitment to transparency and ethics. His expertise lies in devising comprehensive tax strategies that effectively utilize insurance as a tool to enhance financial security and efficiency.

As a representative of Investia Financial Services Inc., Wayne offers tailored financial solutions that meet the unique needs of his clients, ensuring that every strategy is aligned with their individual goals. With his profound understanding of complex market dynamics and regulatory environments, Wayne is adept at guiding clients through the intricacies of tax optimization and estate preservation. His approach not only secures his clients’ wealth but also positions them for sustained financial prosperity. 

Wayne Leckie places a high priority on regular communication with his clients to ensure that their financial strategies remain aligned with their evolving needs and circumstances. This process involves scheduled consultations, which allow for the ongoing assessment and adjustment of retirement plans. By maintaining open lines of communication, Wayne keeps himself fully informed of any changes in his clients’ personal or financial situations that might necessitate a strategy shift, such as new career moves, family changes, or shifts in financial goals.

During these consultations, Wayne not only reviews the performance of the existing financial strategies but also provides updates on new tax laws and retirement planning opportunities that could benefit his clients. He employs a thorough review process that includes a detailed analysis of investment performance, evaluation of tax implications, and assessment of future financial prospects. This comprehensive approach ensures that all retirement plans are agile and responsive to market conditions and personal circumstances.

Furthermore, Wayne encourages his clients to reach out with any questions or concerns between scheduled meetings, offering additional touchpoints through emails, newsletters, and informative sessions. This ongoing engagement helps build strong, trusting relationships, enabling a deeper understanding of each client’s unique financial landscape.

Regular updates and informed guidance help clients feel confident and secure, knowing that their retirement plans are being actively managed and adapted to optimize outcomes. Wayne’s commitment to frequent and meaningful communication underscores his dedication to his clients’ long-term financial success and stability. His personalized approach ensures that each client feels valued and understood, reinforcing the effectiveness of their collaborative retirement planning efforts.

Sangita, has a rich background of 20 years in the financial industry. Her academic journey began at Mount Royal University in Calgary, Alberta, where she pursued a diploma in Social Work. However, she soon discovered her true passion was in the financial sector, assisting clients with their financial needs.

She shifted her career focus and completed the Investment Funds Institute of Canada (IFIC) course, earning her credentials as a Licensed Mutual Funds Advisor. Her professional path includes extensive experience with several prominent Canadian Banks.

A resident of Barrie since 2003, Sangita is a devoted mother to two young boys, Samir, 13, and Milan, 12. She is deeply involved in her community, often found volunteering at her sons’ school or cheering them on at their basketball, hockey, or soccer games.

Additionally, Sangita is an active member of the South Asian Association of Simcoe County (SAASC), where she plays a significant role in promoting South Asian culture and addressing the needs of this growing community.”