Who We Are

Family Enterprise and Wealth Advisors

Your Legacy team of advisors

We serve families in business, families of wealth, and professional families, using premium strategies, tools, and experts to get you top-notch results. We take great pride in our work, giving 100% across all our services.


Business development, family wealth growth, asset allocation, leadership development...


Long-range planning, business valuation, ownership transfer, rapid response...


Asset management, retirement planning, long-range security, key assets protection...

Our Services

Expert management of your
business and personal interests



  • Strategy
  • Asset Allocation
  • Whole Portfolio
  • Tax Planning


  • Wealth Plan
  • Business Plan
  • Leadership
  • Asset Summary


  • Planning
  • Advice
  • Bookkeeping
  • File Vault


  • Wealth
  • Business
  • Health
  • Travel


  • Succession
  • Philanthropy
  • Trusts
  • Estate Planning


  • Education
  • Mentoring
  • Facilitation
  • Event Planning

Insurance products and services are provided by Assante Estate and Insurance Services Inc.

  • I can live my retirement relaxing in the knowledge that I am in really good hands.
  • With the solid plan Legacy engineered for us, we were able to accomplish many significant gains, and ensured our family's wealth was in our hands...
    Jim and Darlene
  • Legacy has given us advice in a sincere, honest and ethical way, which has been important to us...
    Margaret and Alan
  • [They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.
    Jim and Phyllis
  • Legacy has assisted yet another generation of our family by providing investment, inheritance and property planning for our mother at a time when she was very much in need of help.
    Colin and Catherine
  • We have found one of the best reasons to have a financial planner is to be able to get a sober third party opinion about major decisions, and the associated expert input on financial ones!
    Jim and Darlene
  • There has been a lot of education for us along the way. We have benefited from this learning, have more intelligence, and still find the process very interesting and valuable.
    Margaret and Allan
  • Legacy’s main role has been as a mediator between the four partners of the company. The dynamics within the family-owned business differ greatly from most other companies, and Legacy advisors understand that.
    Leo, Frank, Carl, and Conny

    Our Process

    Strategic. Thoughtful. Responsive. Custom.

    1 – Meet

    Whether your family is in business, is of wealth, or is in professional practice, you have unique goals, dreams, and values. We take time to get to know and understand you, your family, and your enterprise well. We also want you to get to know us, too!

    2 – Map

    Next, we draw up your wealth map, incorporating your personal and business assets, liabilities, resources, and plans. This tool clarifies your overall structure, asset mix, and finer details, showing us your areas of strength and revealing elements we can improve for better results.

    3 – Plan

    Using your new wealth map, we then craft your action plan, or strategic roadmap, to address each area of your overall enterprise – personal and professional – in priority order. Your plan underpins our work together over the years ahead.

    4 – Review

    Together, we regularly review your position and compare it to your plan. We will assess your progress, and update your priorities. You will receive regular reports from us, and we will meet with you on both a scheduled and as-needed basis.

    5 – Revise

    Life is change! As you discover new options and considerations, we fine-tune your wealth map and strategic plan accordingly. Our mission is to keep you and your business moving toward your longterm goals as your vision evolves and matures.

    (Click on each icon to read more, above)



    These principles underpin our daily practices.

    Compass pointing to excellence
    • Balance
      We value, seek, and promote balance for well-being and success
    • Relationship
      We serve you best when we know you and your family business well
    • Individualism
      Each family business is unique and is best served by custom-fit strategies and advice
    • Education
      We engage in lifelong learning, and serve our clients with education
    • Professionalism
      We value our professional credentials, and engage "best of the best" experts as needed.
    • Citizenship
      We give back though charitable giving and volunteering, and encourage our clients to do the same

    Our Values Statement

    Read here >