We hope that you and your families are doing well during these challenging times.
Please be advised that Life and Legacy Advisory Group is committed to providing you with on-going,
professional service as we continue to safely serve your needs. We are available to answer any questions or concerns 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. Or book a chat with Joe or Al directly.
~ The Life & Legacy Advisory Group team
Please be advised that Life and Legacy Advisory Group is committed to providing you with on-going,
professional service as we continue to safely serve your needs. We are available to answer any questions or concerns 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. Or book a chat with Joe or Al directly.
~ The Life & Legacy Advisory Group team
And don't miss any of our new Starting with One: Success Leaves Clues podcast, where we will take you on a journey of discovery as we learn about the inspiring lives of different people, from all walks of life, who share one thing in common – success!
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.