Telling the truth about money in a way that you can understand.

Headshot of Leslie Orr

Leslie Orr, CLU®

Advisor, Sun Life
Partner, Izzio Financial Solutions Inc

With over 25 years of experience as a Sun Life advisor, Leslie Orr still prioritizes appreciating the unique needs of each Client.

Navigating the insurance and financial industry can be challenging. However, having served diverse Clients and life stages as a Chartered Life Underwriter (CLU®), Leslie works with you to provide thoughtful guidance supported by solutions that fit your budget.

Passionate about crafting estate plans, defining tax strategies and building next-generation succession plans, with Leslie, you can live a fulfilling life that supports your future plans.

From tending to her home garden to scaling mountain peaks, Leslie relishes the outdoors. Taking advantage of all that the Greater Kawartha Region has to offer and occasionally travelling to savour a new perspective.

Leslie embodies investing in a fulfilling lifestyle and inspires Clients to do the same.

Fenelon Falls Office

Connect with Leslie

You Can Expect

Relational Focus

Putting your story first to work on your behalf.

Relevant Advice

Finally, trusted guidance that specifically applies to your individual circumstances.

Adaptability

Certified and experienced to help you navigate the complexities of your finances at all stages.

“More than 80% of Canadians say the financial world is becoming exponentially more confusing” (newswire.ca) Skip the confusion. It’s time you establish a meaningful financial strategy.

The Izzio Financial process

Establish a meaningful financial strategy with Izzio Financial Solutions so you can easily make informed decisions at all stages in life.

1. Let’s Talk

Let’s sit down in person or virtually to learn about you.

 

2. Let’s Launch

Let’s craft, clarify and commence your financial strategy.

3. Let’s stay connected

Let’s adapt your financial strategy to navigate life's changes.