If you’re looking for a financial advisor to help you achieve and maintain financial independence, we are here to help. Our advisors are as unique as you are – a team of professionals with diverse backgrounds who take pride in assisting our clients with their wealth management needs. We look forward to meeting you!
JOE C. FERREIRA
EPC  |  RHU
Managing Partner
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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.
AL McDONALD
​CFP | CLU | EPC | CEA
Managing Partner 

With over 25 years of experience as a Certified Financial Planner, 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”.
ROBIN BAILEY
CEBS | CFP | CHS | FMA 
Managing Partner

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.
PETER C. BEKKER
BA  |  CLU
Principal
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​Bringing with him 40 years of experience in the financial services industry, Peter joined Life & Legacy Advisory Group Ltd. Jan 1st 2008. Peter is a dedicated financial planning advisor who provides value propositions for the creation, preservation and effective transfer of wealth for his clients. Peter has extensive knowledge in life insurance, retirement plans for individuals and companies, as well as employee health insurance plans. Peter has earned his Chartered Life Underwriter (CLU) designation.
ROBIN A. BOBECHKO
Financial Advisor

​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.

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​TODD RIDEOUT
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.

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JOSEPH FERREIRA
Financial Advisor 

​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.
DEBBIE ROBERTSON
Group Service Co-ordinator

​Debbie has worked in customer service and administration for over 15 years. She is responsible for quarterbacking our entire employee benefit service platform from an administrative standpoint. She works closely with Robin Bailey, head of our employee benefit business. Her versatility in working with complex figures and facts and dealing with clients in a conscientious and helpful manner make her invaluable to our success.
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JASON MA
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.
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ANMOL TIWARI
Client Service Specialist

With over 8 years of experience in banking and wealth management, Anmol is responsible for handling the logistics relating to client service activities. He cares deeply about helping customers and goes above and beyond to ensure customer success. He is instrumental in helping us manage client expectations while identifying planning opportunities.
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KARIN McDONALD
Digital Marketing Specialist / Webmaster

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 campaigns catering to the various changing needs of our business.

cultivating the relationship

Working for you is a privilege. We know earning your respect will come only through service and
​performance results. Integrity, a passion for success and honouring the client-advisor trust covenant are key directives of the team at Life & Legacy Advisory Group.

Our advisors are just like you. We are business people and we have families.
​We have many of the same concerns, worries and fears that you do. And, we share your desire to safeguard the future and grow the assets you work hard for.