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

RRSP Deadline is March 1, 2018. How much tax can you save?

Jan 26, 2018

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

Estate Planning for Business Owners

Jan 02, 2018

Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle bigger and more complex estates. Seeking professional help from an accountant, lawyer or financial advisor is an effective way of dealing with such complexities.

2018 Financial Calendar

Jan 01, 2018

Financial Calendar for 2018 - All the deadlines you need to know to maximize your benefits!

Families: 2017 Year End Tax Tips

Dec 01, 2017

Calculating and figuring out how much tax you have to pay is nobody’s favorite time of the year, but if you plan carefully there are many tactics available at your disposal to make sure that your tax bill is not more than it has to be in 2017. Which tactics make the most sense can be figured out by analyzing your current finances, estimating your tax situations and identifying financial transaction that might take place either this year or next year. You should get started now, and consider these tax tips for families to consider before Dec. 31, 2017.