Wealth Management

Let us help you with your financial planning and management.

Insurance Services

Let us help you with your life, critical illness and health insurance.

Special Needs Services

We can assist with financial challenges as a result of disabilities.

Welcome to Legacy Insurance & Financial Services. At Legacy, your insurance and financial well-being are our first priority. We invest our time to review your plans, to help you plan your strategies and then to customize your programs for your benefit. We will help with:

Your personal or corporate:

  • life, health or disability insurance needs
  • financial and estate planning
  • retirement savings and investment fund growth strategies

Special needs such as:

  • families with special needs
  • education funding: RESP/RDSP
  • seniors final expenses
  • LivingCare long term care insurance
  • critical illness insurance

Corporate solutions:

  • group benefits plans
  • pension plans
  • buy/sell funding
  • business succession
  • deferred profit sharing

Mutual funds products are offered through Investia Financial Services Inc.

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