Empowering You to Build, Protect & Pass on Wealth
At LegacyCo Financial Services, we help families, entrepreneurs, and businesses gain control on their financial future.
We are also entrepreneurs and business people and we hear you. We can help you craft smart and implement bespoke strategies that results to both wealth creation and preservation.
Our mission is to make your wealth work for you so you can focus on what truly matters: YOUR LEGACY.
"Premier Wealth Building Strategies"
Planning and Implementation on:
- Taxes
- Estate
- Retirement
- Wealth creation and transfer
- Business optimization
- Investment and capitalization
Value Propositions Customized for Each Client
Strategic Capital Access
Unlock funding aligned with your growth goals
Private Financing Solutions
Flexible, non-traditional funding options
Investment Capitalization
Maximize returns through smart structuring
Wealth Creation Strategies
Build long-term value with proven methods
Tax Optimization
Reduce liabilities and enhance efficiency
Wealth Preservation
Safeguard assets across generations
Business Succession
Plan seamless transitions for lasting impact
Estate Structuring
Streamline succession with smart planning
Our Commitment
Fostering Collaboration to Achieve Business
General Asked Questions
We offer comprehensive financial solutions for families, entrepreneurs, business owners, and real estate investors . Our specialties include life insurance- backed strategies, tax-efficient solutions, prudent financial planning and investment recommendations that grows wealth while preserving capital.
At LegacyCo, we don’t push for one-size-fits-all strategies. We design custom plans based on your specific goals Our own experiences in business ownership gives us practical sensitivities to the issues that our clients typically go through as they grow and preserve their wealth.
No, we are tied to you, our clients, Our principle is protect your best interest. We are independent and we partner with a variety of top-tier insurance and financial carriers in Canada. This allows us to find the best solutions for your unique needs.