OUR SERVICES

Legacy Wealth Advisors is a completely client-focused financial services company founded on the principles of providing clients with an Elite Advisory experience while empowering them to achieve financial independence.

DEBT MANAGEMENT

  • Debt Elimination Planning
  • Debt Restructuring
  • Mortgage Strategies
  • Student & Business Loans
  • Tax Efficient Strategies

RETIREMENT PLANNING

  • Retirement savings planning
  • Accumulation vs Distribution of assets
  • Financial Independence Number
  • Pension Plans
  • Tax Efficient Distribution

WEALTH MANAGEMENT

  • Registered vs Non-Registered Assets
  • Alternative Investments
  • Tax Free Structures
  • Portfolio Management & Analysis
  • Private Wealth

ESTATE PLANNING

  • Estate Transfer & Preservation
  • Wills
  • Trusts
  • Maximizing Estate Value
  • Minimizing Taxation

RISK MANAGEMENT

  • Insurance Planning
  • Corporate Owned Insurance
  • Asset & Liability Protection
  • Buy-Sell Arrangements
  • Tax Favourable Strategies

CHARITABLE GIVING

  • Donations
  • Philanthropy
  • Leaving a Legacy
  • Tax benefits
  • Maximizing gifts

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