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 as I wind down my business with 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?
At Life & Legacy, we believe you deserve more than generic advice and slow replies. We take the time to understand you, your family, your business, and your goals so we can build a financial plan that actually fits your life. We’re committed to delivering a 5-star client experience, with clear guidance, honest conversations, and advice you can understand. And when we say we’re only an email or phone call away, we mean it.
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, take the time to get to know you and what you 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.
Our Mission
To outcare the competition by providing superior service and fostering personal connections,
proving our genuine commitment to our clients' financial success and well-being.
Our Vision
To serve as highly trusted advisors for a select group of clients who share our
core values and our commitment to building lasting wealth, securing their family's future, giving back to the community, and creating a legacy that endures for generations.