We Believe Sound Financial Advice Improves People’s Lives.
We believe professional advice is far more important than low fees and that having someone to talk to about your financial future is more essential than accessing your accounts online. If you value personalized advice and one-on-one service, then let us show you how to reduce taxes, increase your wealth, and build financial security for your family and future generations.
Let us help you...
EPC | RHU
A financial advisor since 1992, Joe works closely with his clients building both healthy financial plans and solid relationships. With his Registered Health Underwriter (RHU) and Elder Planning Counsellor (EPC) designations, Joe is an expert in the area of living benefits planning such as disability, critical illness and long-term care.
*Elder Planning Counselor
CFP | CLU | EPC | CEA
CEO & Managing Partner
With over 25 years of experience as a Certified Financial Planner, Specializing in estate & retirement planning, wealth accumulation & charitable giving, Al epitomizes our belief that sound financial advice improves peoples lives. His longevity in this business has helped an ever-increasing number of our clients “reach their tomorrow”.
*Certified Financial Planner
If you’re looking for a financial advisor to help you achieve and maintain financial independence, we are here to help. Our experienced team of professionals takes pride in assisting our clients with their wealth management needs.
We look forward to giving you the 5-star customer experience you deserve.
CEBS | CFP | CHS | FMA
Robin is a modern, second generation advisor with over 20 years of experience in the industry, and has been a partner at Life & Legacy Advisory Group for over 15 years. Robin is recognized by his clients for his personal attention and care. He embraces technology but never sacrifices the personal, human connection.
*Certified Employee Benefit Specialist
Joseph is a second generation advisor who proudly follows in his father’s footsteps in the business. He brings the ability to adapt quickly to new technologies, with the understanding that relationships with clients come first. With a fresh look at the industry, his knowledge and dedication has resulted in building strong client relationships and the growth of his practice. Joseph looks forward to adding value to the firm’s clients and maintaining great connections.
Financial Advisor & Group Benefits Broker
Todd has been in the financial services industry since 1992, and has been affiliated with Life & Legacy Advisory Group since 2012. His practice has two primary roles… As a Certified Financial Planner, his focus is investment planning and helping clients with their investment choices while educating and guiding them through the process. And, as a Group Benefits Broker, Todd is involved with the Employee Benefits and Group Retirement Savings market and assists his business clients through the myriad of choice and plan structure available, and to pinpoint a plan that best suits their needs.
Robin has been dedicated to helping her clients secure their financial futures for more than ten years. She has built strong relationships with her clients by delivering first class service and advice. She specializes in the business owner and affluent family markets and customizes solutions personalized to their individual situations. Over the years her client roster has grown significantly, largely through referrals from satisfied clients and other financial professionals.
Senior Financial Advisor
Marcello has been in the financial services industry since 2007 and has completed several courses through the Canadian Securities Institute. In addition to this, Marcello is also a licensed life insurance representative. His focus is on financial planning and helping clients determine future goals. Marcello understands that client relationships come first, so he strives to continuously go above and beyond while providing a positive experience during the planning process.
New Business Specialist
With a background in both financial services client contact and administration combined with a diploma in accounting and finance, Jason is a crucial part of the Life & Legacy team. He quarterbacks the handling of administration and paperwork for client transactions. He impeccably maintains client records at the advisor level and executes our strict privacy and compliance strategies.
Client Service Associate
Haifa, a recent graduate of the BBA Finance Program at Sheridan College, is a dedicated professional who is determined to excel in the financial industry. Currently pursuing her CFA certification, she brings a diverse range of experiences from internships in both the public and private sectors. In her current role, she plays a crucial part in handling day-to-day tasks related to policy cancellations and renewals and provides valuable administrative support, assisting to maintain accurate and comprehensive documentation for all business processes. Haifa is thrilled to embark on a new chapter in her career, focusing on financial planning.
Deb has worked as Office Manager with Life & Legacy for over 15 years. She oversees payroll, accounts payable/receivable, looks after back office overflow, organizes and ensures office runs smoothly, and helps spearhead any problem solving tasks.
Digital Marketing Specialist
Karin has worked as a visual communications specialist & creative director for the past 30+ years, producing effective promotional and branding strategies for a variety of companies. She is an Adobe expert with masterly artistic skills and creates impeccable social marketing and client service campaigns catering to the various changing needs of our business.
Elizabeth provides direction and leadership for all areas of Human Resources. She oversees recruitment & talent acquisition and ensures that our entire team continues to be aligned with and support our organization’s strategy, vision and key objectives.
Our Guiding Principles
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.
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.
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.
The 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.
I like the way the team at Life & Legacy works. I get the personalized service that I expect and that I give to my own clients. I know when I refer a client to them, they’ll be treated like gold.
Louis Isabella | Owner Louis Isabella, CPA | Client since 2009