Providing high-level professional service that combines financial & investment advice with accounting services, retirement planning & estate planning.
As president of Wellington Financial Planning Services Inc., Josie Di Leonardo is a firm believer in holistic planning through the seamless integration of accounting expertise, financial planning and investment management. By bringing these three areas together, Josie, along with her team, is able to clearly define a client’s goals, provide solid financial planning while staying focused on growing customized portfolios for each client’s unique situation. She is a member of Advocis and holds a PFP designation, FICB as well as a CSC designation with the CSI Institute. Josie is also a board member of the Independent Accountants' Financial Group Inc. (www.iafgfirms.ca).
With over 35 years of experience in the financial services industry, Josie has been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
In addition to her busy schedule as a financial planner, Josie also volunteers with many foundations and charities in the community.
Alex is the newest member of our team. Alex received his BA in philosophy from McMaster University and is a current CFA candidate. Prior to joining Wellington Financial he worked for one of the top 5 banks in Canada as a financial advisor. He managed lending, investments and focused on financial planning for clients.
Alex firmly believes in an analytic approach to both investing and financial planning. His goal has always been to fully understand the needs of his clients in order to provide them with the best possible recommendations and advice.
In his spare time Alex devotes his time to youth soccer in the city. He has volunteered as a coach for several years and continues to enjoy playing himself, in addition to playing other sports. Over the years he has volunteered in various charitable events and continues to give back to the community.
Katie joined Wellington Financial Planning Inc. in March of 2022. Prior to joining the team, Katie worked as an assistant manager at a major pharmacy retailer. Katie’s commitment to customer service and detail ensures that all the clients requests are dealt with in an efficient and timely manner.
She has a BA in Studio Art from the University of Guelph, where she found a passion for analog photography. When she isn’t shooting, she spends time fishing with her husband or hiking with their dog.