We hope that you and your families are doing well during these challenging times.
Please be advised that Life and Legacy Advisory Group is committed to providing you with on-going, professional service as we continue to safely serve your needs. We are available to answer any questions or concerns you may have. If you call our office and no one answers immediately, please leave a message and we will return your call as soon as possible. Or book a chat with Joe or Al directly.
~ The Life & Legacy Advisory Group team
Please be advised that Life and Legacy Advisory Group is committed to providing you with on-going, professional service as we continue to safely serve your needs. We are available to answer any questions or concerns you may have. If you call our office and no one answers immediately, please leave a message and we will return your call as soon as possible. Or book a chat with Joe or Al directly.
~ The Life & Legacy Advisory Group team
And don't miss any of our new podcast releases:
Click to listen
Starting with One
Al & Robin speak with Kim MacFarlane about Manulife’s exciting new philosophy promoting employee health and wellness – Health by Design. |
|
Click to listen
Success Leaves Clues
Erin Bury, CEO of estate planning startup Willful, discusses her enterprising path with Robin and Al and describes her growing passion for empowering families. |
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.
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.
|
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. |
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.
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.
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 ....