Life Stages – Legacy Wealth Advisors

Working with you at every stage of your life.

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The Difference between Segregated Funds and Mutual Funds-Infographic

July 1, 2019

Segregated Funds and Mutual Funds often have many of the same benefits however there are key differences you should consider.

10 Essential Decisions for Business Owners

June 1, 2019

Business owners can be busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We've put together a list of 10 essential decisions for every business owner to consider.

Accessing Corporate Earnings

May 1, 2019

One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way. Please contact us to learn how we can get more money in your pocket than in the government's.

2019 Ontario Budget

April 12, 2019

The 2019 Ontario budget highlights include CARE tax credit, Estate administration tax and reviews about current tax measures.

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Working with you at every stage of your life.

Starting your career

Growing Families

Maturing Families

Preparing for Retirement

Retirees

Estate Planning

Latest News

The Difference between Segregated Funds and Mutual Funds-Infographic

10 Essential Decisions for Business Owners

Accessing Corporate Earnings

2019 Ontario Budget

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