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Our brand story.

We believe sound financial advice improves people’s lives, but most people have neither the time nor the expertise to figure out what advice is best for them. We’ve developed a simple, straightforward financial enrichment program that provides our clients the freedom to ....​

live for today. plan for tomorrow.™

Learn More.
Ep 78 - Success Leaves Clues Podcast
​
Marie Chevrier, CEO & Founder at Sampler
JUST RELEASED... With a passion for both marketing and technology, Marie Chevrier is a young entrepreneur who is Founder & CEO at Sampler, an end-to-end digital sampling SaaS, that has transformed the way consumer packaged goods companies distribute their promotional offers. The platform was developed with the goal of helping consumer brands create loyal customers through a targeted sampling strategy. Sampler has been recognized 3 years running as one of Canada’s Fastest Growing companies and Marie was named 2021 American Marketing Association's Marketer on the Rise.
​
Marie talks about the success of Sampler as it has grown to reach over 50 million consumers globally in 24 different countries. She describes what inspired her to take the leap into entrepreneurship as well as some of the strategies she has used and her vision for the future.
​Sponsored by Aria Benefits and Life & Legacy Advisory Group​
​Click to hear FULL episode
 
🎧 OR listen on Spotify

OUR guiding principles.

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Improving the Lives of our Clients
We work to improve the lives of our clients by providing sound financial advice and putting our client's interests ahead of our own at all times.​
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Trust & Mutual Respect
Our relationships with our clients, our suppliers, and our team are built on the principle of trust and mutual respect. We treat others with the same trust, dignity and respect that we would want for ourselves.

Learning & Change
The world is ever-changing. We embrace change
and the learning that is necessary to respond and
thrive ​in an evolving world.
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Accountability
We work to honour our commitments and exceed expectations, both to our clients and within our team

Empowerment & Self Reliance
Our team is entrusted to embrace our guiding principles in concert with their ingenuity to “figure things out” so that they may enhance the lives of those with whom they work.​
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WOW! Experience
We passionately strive to provide a WOW experience to everyone who deals with us so that they become our biggest fans and supporters. We work to build long-term relationships that reach beyond the lives of our clients to, in turn, touch the lives of their families and the next generation.
Unit 2 - 2390 Bristol Circle, Oakville, ON L6H 6M5   905.277.1234
​Legal, copyright, privacy policy and trademark information 
​© 2022 Life & Legacy Advisory Group. All Rights Reserved
  • Home
  • Our Story
  • Services
    • Cashflow Planning
    • Life Insurance
    • Income Protection
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Tax Strategies
  • The Team
  • ENRICHMENT
    • Video Library
    • CPP Benefits
    • Post Secondary Scholarships
    • News Feed
    • Financial View Point
    • COMMUNITY
    • Retirement Study
    • LINKS
  • Podcast
  • Contact
    • Consult with Al
    • Consult with Joe
    • Consult with Peter
    • Consult with Joseph