Let’s Talk Finances
We’re here to answer your questions and help you move forward with confidence. Whether it’s planning, investing, or advice you’re just one message away.
General Asked Questions
We offer comprehensive financial solutions for entrepreneurs, business owners, real estate investors, and families. Our specialties include life insurance strategies, tax-efficient wealth building, corporate planning, investment solutions like segregated funds, GIA’s, HISA, and group insurance. We incorporate advanced tax strategies into our wealth-building plans, helping you minimize taxes while maximizing growth and legacy potential.
At LegacyCo, we don’t push one-size-fits-all strategies. We design custom plans based on your specific goals, using a wide variety of financial tools. Our background in real estate and business ownership gives us a hands-on understanding of how to build, protect, and grow wealth in real-world scenarios.
No, we are independent and partner with a variety of top-tier insurance and financial carriers, including Equitable Life, Manulife, Sun Life, Canada Life, RBC Insurance, and more. This allows us to find the best products for your unique needs.
Client Cantered Solutions for Lasting Growth
