Ann Lee's Contact Details

Ann Lee's Company Details

Johnson Financial Group Inc.

Aurora, ON, CA • 5 - 9 Employees
Financial Services

At Johnson Financial Group, we're in the business of "20-year conversations" with leaders – be it head of a business, or head of a family (or both). During our 30+ years, we've built a tapestry of long-time clients who – like you – are all leaders in their own domains.Like you, leaders understand that individuals can't be specialists in every subject. Focusing on each person's strengths & delegating the rest is the proven path to success.By focusing on what we do best – helping our clients protect the financial well being of their families, be they relatives or employees – you can focus on what you do best.We get to know you, your goals, interests & experiences, & then help to build the financial supports for your lifestyle & business success.Our role is as advisor & counsel. Our goal is to empower you in making informed decisions for the security of your financial future.While complexity is sometimes necessary, a simpler approach is preferred. Your plan must be practical for your needs & goals, & the stage of your business and life. Our goal is to meaningfully leverage the resources available.We believe in team.A meeting of the minds of all your key advisors results in doing the right things at the right time for the sustained & strong financial health of your business and family. We understand this, & embrace it.Our areas of specialty are:~ Your Growing Business* Corporate growth planning* Succession planning* Business structure* Family trust* Asset protection* Tax planning* Life insurance* Critical illness coverage* Disability insurance* Benefit programs* Corporate pension plans* Managed financial solutions*~ Your Family Needs* Tax planning* Estate planning* Retirement planning* Life insurance* Critical illness coverage* Disability insurance* Managed financial solutions*~ Group Benefits Plan* Chambers of Commerce Group Insurance Plan®* Private benefits plans