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