We Help You Build Wealth for Life
The world sees problems, we see possibilities. Most people are never taught how prudent financial planning and management really work. That’s where we come in. LegacyCo Financial empowers you with strategies that fill the gaps, eliminate guesswork, and protect what matters most — YOUR LEGACY.
Follow the Right Blueprint
Stop falling short build a financial plan that works for your goals.
Maximize Lifetime Income
Unlock strategies that help you grow and sustain your income over time.
Protect Against Uncertainty
Shield your wealth from taxes, inflation, and market volatility.
Choose Certainty Over Risk
Utilize proven strategies with guarantees not just market hope.
Premier Wealth Building Strategies Tailored for Your Financial Future
01
Life Insurance & Financial Solutions
We offer a comprehensive range of life insurance and financial protection solutions designed to secure your future, protect your income, and support long-term wealth goals—tailored for individuals, families, and business owners.
02
Health & Travel Protection Solutions
Protect your health and finances at home and abroad with customized insurance and healthcare strategies. These solutions offer peace of mind, financial efficiency, and comprehensive coverage for you, your family, or your business team.
03
Investment & Savings Solutions
Build and preserve your wealth with secure, tax-advantaged investment options tailored for growth, liquidity, and long-term protection. Whether you’re saving for retirement, education, or short-term goals, our diversified solutions are designed to meet your unique financial needs.
Life Insurance & Protection Solutions
We provide a full spectrum of life insurance and financial protection products designed to secure your future, safeguard your income, and support long-term wealth strategies. Whether you’re an individual, family, or business owner, our tailored solutions offer the security and flexibility you need.
- Term Life Insurance – Affordable protection for a set period, ideal for debt coverage or income replacement
- Whole Life Insurance – Lifetime coverage with cash value growth
- Universal Life Insurance – Flexible lifetime protection with investment options
- Critical Illness Insurance – Lump-sum payout for major illnesses like cancer or stroke
- Disability Insurance – Income replacement if you’re unable to work
- Accidental & Sickness Insurance – Safeguard your income during unexpected health issues
- Accidental Death & Dismemberment (AD&D) – Financial support in case of accident-related death or serious injury
- Group Insurance Plans – Tailored health, dental, life, and disability benefits for businesses and organizations
Health & Travel Protection
Our health and travel solutions provide essential coverage beyond what provincial healthcare plans offer. From emergency medical protection while traveling abroad to extended health insurance covering dental, vision, and prescriptions, we ensure you’re prepared for life’s unexpected health expenses. For business owners and professionals, our Health Spending Accounts (HSAs) offer a tax-efficient way to manage healthcare costs with flexibility and control.
- Travel Insurance – Emergency medical coverage abroad
- Extended Health Insurance – Additional coverage for dental, vision, and prescriptions
- Health Spending Accounts (HSA) – Tax-efficient healthcare spending for entrepreneurs and professionals
Investment & Savings Solutions
We provide secure, tax-efficient investment options to help grow and protect your wealth. Whether you’re saving for retirement, education, or short-term goals, our registered and non-registered accounts, segregated funds, and guaranteed interest solutions offer flexibility, stability, and long-term growth potential.
- TFSA, RRSP, RESP, RRIF, LIRA – Registered accounts for every stage of life
- Segregated Funds – Market-linked returns with built-in guarantees and estate benefits
- Guaranteed Interest Accounts (GIA) – Fixed-interest, capital-preserving investments
- High-Interest Savings Accounts (HISA) – Flexible, short-term savings with competitive returns
- Non-Registered Investment Accounts – Ideal for diversified, liquid investments outside tax-advantaged plans
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.