Get Financial Advice Without the 'BS'
You don't have to navigate the next 10+ years alone. We help our clients create a personalized financial plan and provide financial advice you can trust so you'll have the freedom to
Trusted by small business owners across Ontario for over 17 years
Gain Peace of Mind
About Your Future
Do you feel prepared for the future and retirement? As a business owner, it can be difficult to figure out on your own what to do with that extra cash flow. We help you put a strategy and plan in place that works for you so you can rest easy knowing you and your family will be taken care of.
For me, Life & Legacy have given me peace of mind knowing there’s something stable at the end once I wind down my business and I have the policies in place to support my family and kids if anything were to happen.
Craig Ryan | Owner Versatile Millwrights | Client since 2006
Service You Don't Have
To Wait on Hold For
Not getting the personal service you want from your current financial advisor? We give you the 5-star customer experience you deserve. We take the time to get to know you and your situation so we can create a plan that fits your life and goals – because we actually give a sh*t! We mean it when we say we’re always just an email or phone call away.
With Life & Legacy I trust that they actually care. They don’t just push products like other financial advisors. Their interest is to grow along with you. They take the time to get to know you and what you actually need.
Louis Isabella | Owner Louis Isabella, CPA | Client since 2009
Skip the Confusing
Financial Lingo & Charts
Do you feel overwhelmed when it comes to figuring out your financial strategy, ways to get tax benefits, balancing your investment portfolio, or figuring out what health coverage you need? We help break down your options in a way that’s easy to understand so you feel confident you’re making the right decisions for your future. We like to call it financial advice without the 'BS'!
The team at Life & Legacy do a great job of explaining things in a way that’s straightforward and easy to understand. They’re friendly, they listen, and I feel they truly have our best interest at heart.
Stacie Howe | Owner Kimberley General Store | Client since 2020
The 3 Ways We Help:
Provide for Your Family
& Future Generations
You understand the importance
of saving whether for a down payment, university tuition or dream retirement.
Protect Your Family & Your Business
You wonder if you have enough coverage in place in case an accident or illness leaves you at risk of losing your income.
Impact Others by Leaving A Legacy
For the charities, organizations,
and people you care about helping, you want to make sure your donations go further.
We take the time to get to know you
Give our clients the knowledge required to make informed decisions
Find products that serve your specific needs
Offer unique, customized financial plans
Support an abundance mindset so you and your family will thrive
The “Other Guys”
Invest little time to get to know you
Use confusing language
Push products you don’t need
Offer one-size-fits-all plans with pre-built strategies
Use scarcity tactics to make you afraid you won't have enough
Why clients choose us over others in the industry!
To outcare our competition through superior service and personal connections, in order to prove to our clients that we truly give a sh*t about their financial well-being!
We serve as highly trusted advisors for a select group of clients whose core values include building wealth, security for their family, giving back to the community and leaving behind an enduring legacy.