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 as well as a CSC designation with the CSI Institute.
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.
“I am passionate about providing clients with objective advice while educating them about various concepts, strategies and solutions. I am driven by helping clients achieve their financial goals and accomplish this by following a disciplined financial planning process that includes a custom, written financial plan. More than ever clients are seeking a trusted advisor and I accept this role with the highest level of pride and care. There is no greater satisfaction than working with clients over a number of years and seeing them achieve their goals”.
In addition to her busy schedule as a financial planner, Josie also volunteers with many foundations and charities in the community.
Melissa joined Wellington Financial Planning Services Inc. in December of 2014. Prior to that, she spent 20 plus years in various roles at a major financial institution. Melissa's commitment to customer service and detail ensures that all the clients' requests are dealt with in an efficient and timely manner.
When Melissa isn't in the office she can be found either at the cottage or at the race track pit crewing for her husband who sportsmen drag races.