We hope that you and your families are doing well during these uncertain and unprecedented times.
Please be advised that Life and Legacy Advisory Group is open, however, with limited staff to ensure adherence to health directives. We are committed to providing you with on-going, professional service and are available to answer any questions you may have. If you call our office and no one answers immediately, please leave a message and we will return your call as soon as possible. Thank you for your continued support and understanding.
~ The Life & Legacy Advisory Group team
Please be advised that Life and Legacy Advisory Group is open, however, with limited staff to ensure adherence to health directives. We are committed to providing you with on-going, professional service and are available to answer any questions you may have. If you call our office and no one answers immediately, please leave a message and we will return your call as soon as possible. Thank you for your continued support and understanding.
~ The Life & Legacy Advisory Group team
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And don't forget to check out the SPECIAL EDITION episodes of our Starting with One podcast as we endeavour to bring business owners & investors timely insights, strategies and optimism while we adjust to our changing reality.
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who we are.
At Life & Legacy Advisory Group, we help you achieve financial security for yourself,
your family, and your business.
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Our financial advisors are experts who work with you to help realize your goals,
grow your assets and protect your legacy.
Click here to learn more...
What we stand for.
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Our valued clients will have well defined goals and will be serious about creating and preserving multi-generational wealth.
• Our primary focus will be honouring the client-advisor trust covenant. • We will provide comprehensive financial planning products & services directly or through affiliated experts. • Our clients will consider us their best source of financial advice. • We will be an independent growth-oriented organization that provides our employees with opportunities to learn and accept new challenges in a flexible environment. |
the VALUES we share.
We put our client’s interests ahead of our own at all times.
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We give back to the community, in both time and dollars.
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We act with integrity and we ALL work to a common purpose and vision.
