Legacy Wealth Advisors

Enriching Your Today. Securing Your Tomorrow

At Legacy Wealth Advisors, we are focused on providing clients with the knowledge and resources they need to make informed decisions and have a clear path to building their Legacy. We take the time, responsibility and pride in being able to provide our clients with an Elite Level of Service by guiding them with our team of Elite Advisors.

We are a boutique Firm that works with individuals, families, businesses and institutional clients in a highly personalized, service-oriented fashion, to create a full comprehensive Financial Plan for them, and ultimately helping them to build and leave their Legacy.

Our Firm and Advisors hold dear to them the foundation and mission of the company, which is, ‘Enriching Your Today. Securing Your Tomorrow.’

PROFESSIONAL CORPORATIONS

Strategies to help health professionals.

BUSINESS OWNERS

Strategies to help increase your personal cash flow, keep key employees and protect your business.

HIGH NET WORTH FAMILIES

We provide strategies to help families to accumulate and protect your wealth.

Latest News from Legacy Wealth Advisors

Bank of Canada Rate Increase

Jul 14, 2018

The much anticipated announcement from the Bank of Canada (BoC) has come and gone, and the result was as many were expecting – the BoC has raised Interest Rates. Now, most people will think that only affects their mortgages, but there’s a trickle-down effect to several portions of the Economy and Market as a whole.

Tax Series: Strategies for Private Corporations

Jun 01, 2018

Last summer, Finance Minister Morneau announced a number of tax reforms for Small Business Owners, including the changes to income sprinkling, minimizing the incentives to keep passive investments and reducing the transfer of corporate surpluses to capital gains.

Home Buyers’ Plan

May 10, 2018

In Canada, home ownership (whether right or wrong) seems to be one of the foundational pieces of most family’s lifetime goals. Although at times it can be a challenge to able to afford a home, and more specifically being able to come up with the down payment, the Government and the Banks love it when […]

Rates are on the Rise – Let the Gouging Begin!

May 04, 2018

Late last week TD announced a rate increase on their posted mortgage rates that took many people by surprise – not so much about the increase, but more specifically by how much. Over the next few days, several other Big Banks announced rate increases on their mortgage products, although not by as much. But what […]