Life & Legacy
  • Home
  • Our Story
  • Services
    • Cashflow Planning
    • Life Insurance
    • Income Protection
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Tax Strategies
  • The Team
    • Join the Team
  • ENRICHMENT
    • Financial Enrichment Series
    • CPP Benefits
    • Post Secondary Scholarships
    • News Feed
    • Financial View Point
    • COMMUNITY
    • Retirement Study
    • Financial Stress Index
    • LINKS
  • Podcast
  • Contact
    • Consult with Al
    • Consult with Joe
    • Consult with Peter
    • Consult with Joseph

The enrichment process

​Seeds Of Introduction
Our first meeting puts your situation and needs in perspective, and gives you a chance to familiarize yourself with our company and values.

Uncovering Your Financial Roots
Together, we gather the details of your existing financial information and commitments.

What Do You Want To Grow?
With facts in hand, we work to discover what’s important to you, and what you want to achieve.

Planning Your Financial Landscape
Leave the numbers to us. We’ll work out the formula that will help you best achieve your goals and dreams. Your blueprint to the future is a detailed, custom-tailored guide of where you want to go and the route we recommend you take to get there.

Helping Your Financial Prosperity Bloom
We have a wide range of product and service solutions that will address your current and future financial needs.

Cultivating Your Assets
Life is ever changing, so with a watchful eye over your plan and investments, we conduct regular reviews and advise accordingly.
Unit 2 - 2390 Bristol Circle, Oakville, ON L6H 6M5   905.277.1234
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​© 2023 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
    • Join the Team
  • ENRICHMENT
    • Financial Enrichment Series
    • CPP Benefits
    • Post Secondary Scholarships
    • News Feed
    • Financial View Point
    • COMMUNITY
    • Retirement Study
    • Financial Stress Index
    • LINKS
  • Podcast
  • Contact
    • Consult with Al
    • Consult with Joe
    • Consult with Peter
    • Consult with Joseph