Protection for your family. Order for your books.
We are a mother-and-daughter team in Ontario and Quebec. We help families protect what matters with life insurance and segregated funds, and help small businesses keep clean, stress-free books.
What we do
Three services, one team. Most clients start with one and grow into another.
Life insurance
Coverage that fits your family and your budget, so the people who depend on you are looked after.
- Term and permanent coverage
- Mortgage and income protection
- Coverage for business owners
Segregated funds
Investments with insurance features, built for people who want growth with added protection for their savings and their estate.
- Retirement and long-term savings
- Options for RRSP, TFSA and non-registered accounts
- Estate planning benefits
Bookkeeping
Accurate, up-to-date books for self-employed people and small businesses, so tax time is simple and you always know where you stand.
- Monthly bookkeeping and reconciliations
- Financial statements and reporting
- Help getting organized for your accountant
Two people. One standard of care.
Leon Financial Solutions is a family business. You will always deal directly with the two of us.
Johanna Escalante Leon
Licensed insurance and investment agent, bookkeeper
Johanna helps families and small business owners protect what they have built through life insurance and segregated funds, and keeps their books organized so nothing slips through the cracks. She believes good financial advice is explained in plain language, at your pace, and without pressure.
Irais Leon
Licensed agent and accountant
With a background in accounting and a licence to advise on insurance and segregated funds, Irais brings careful, practical guidance to every client. She helps individuals, families and business owners make sense of their numbers so they can make confident decisions about protection, savings and taxes.
How working with us goes
We talk
A free, no-obligation call to understand your family, your business and your goals.
We recommend
You get a clear plan with options explained in plain language, including what each costs.
We stay with you
We check in as life changes, so your coverage, savings and books keep up.
Let's talk
Tell us a little about what you need and we will get back to you within one business day.