Life & Legacy
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nurturing the future.

Usually people turn to us for advice when they are facing some sort of financial turmoil:
  • they have witnessed a close friend or family member pass away, and they realize the impact it would have on their own family if something like that were to happen to them
  • they are carrying the weight of new debt to purchase a home or start a business
  • they realize that retirement is not that far off, and they’re worried they won’t have enough retirement income
  • they are dealing with their parents very messy and confusing estate, and they realize that their own situation is no better​
Or, perhaps they are simply fed up dealing with an advisor who treats them like a policy number, with little interest and few solutions to address their needs.

WE CAN MAKE A DIFFERENCE
We sit down with our clients, we ask questions, we listen and discover what it is you want to achieve financially, working together to draft a plan that addresses these key areas:
  • risk management
  • financial management (cash flow and debt management)
  • investment planning  
  • retirement planning  
  • tax strategies  
  • estate planning

Then, we set out on a journey, over the long-term, to achieve the goals you’ve set, reinforcing our commitment every step of the way.

IT'S THAT SIMPLE
We invite you to discuss your goals with us by booking a complementary 30 minute consultation. 
We will help you Live for Today, Plan for Tomorrow.
​

Our Products Include:
  • Individual Life Insurance
  • Segregated Funds
  • RRSPs
  • Payout Annuities, RRIFs and LIFs
  • Individual Disability Insurance
  • Individual Critical Illness Insurance
  • Individual Health and Dental Insurance
  • Business Insurance
  • Group Insurance
  • Group Retirement Funds
  • Mortgages
  • Registered Education Savings Plans
​​
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Unit 2 - 2390 Bristol Circle, Oakville, ON L6H 6M5   905.277.1234
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​© 2021 Life & Legacy Advisory Group. All Rights Reserved
  • Home
  • Our Story
  • Services
  • The Team
  • ENRICHMENT
    • COMMUNITY
    • Retirement Study
    • LINKS
  • Podcast
  • Contact
    • Book a Consult - Al
    • Book a Consult - Joe