WE HELP FAMILIES-IN-BUSINESS NAVIGATE THE COMPLEXITIES OF MULTI-GENERATIONAL FINANCIAL AFFAIRS. 

Our Guiding Principles

  • Build Relationships, Work In Partnership.

    Build relationships to create trust and longevity with our clients and strategic partners so that we can work together to support the achievement of their family and business goals.

  • Nurture Balance.

    Value, seek and promote balance for enduring success and peace of mind – whether in work versus life, business versus family, or financial risk versus security.

  • Be Generous Of Spirit.

    Give back every day. Be generous with your resources. Support the people and organizations that you believe in.

  • Impact Generations.

    Ensure that the decisions we make and advice we give are strategically aligned to make an impact that lasts for generations.

    As the owner of a successful family enterprise, you’ve invested years in nurturing a legacy that has the potential to succeed for generations. Unfortunately, the odds of it surviving its next succession are not in your favour.

    Family and business are complex ecosystems each made of up unique dynamics, personalities, time-lines, needs and desires. Put the two together and differences of opinion, disparate needs and unexpected life circumstances can cause things to go off the rails – threatening the well-being of your family, business and wealth.

    As a trusted partner to families-in-business, we have seen the difference advice can make. Poor advice often results in misguided decisions, lack of support and an inadequate succession plan. On the other hand, sound guidance – including intergenerational support, governance and the right succession plan – allows companies to survive, leaders to thrive and families to achieve harmony. This is exactly what we provide at Legacy Family Office.

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    Our Team

    click on a team member to view their whole profile
    Paul W. Lermitte

    Paul W. Lermitte

    Senior Wealth Advisor
    Jeff Hector

    Jeff Hector

    Senior Wealth Advisor
    Kelly Pather

    Kelly Pather

    Senior Wealth Advisor
    Ksenia Kovarsky

    Ksenia Kovarsky

    Financial Planner
    B. Spencer Rolls

    B. Spencer Rolls

    Financial Planner
    Brittany Adamson

    Brittany Adamson

    Financial Planner
    Jacques Brown

    Jacques Brown

    Financial Planner
    Jacqueline Wang

    Jacqueline Wang

    Administrative Associate
    Aman Bhullar

    Aman Bhullar

    Client Service Associate

    Dollars & Sense Book Series –  advanced teaching tools for the family

    Written by one of our Senior Wealth Advisors, Paul Lermitte, the Dollars & Sense book series aims to promote financial literacy for all young family members. Each book is targeted towards a different age group in order to help educate the next generation of families in business about how to manage money successfully.
    • Allowances, Dollars & Sense

      A PROVEN SYSTEM FOR TEACHING YOUR KIDS ABOUT MONEY

      GIVE YOUR KIDS THE GIFT OF FINANCIAL LITERACY. This popular book helps parents teach young children foundational lessons in financial literacy. Instilling positive financial values helps children:

      • learn how to set goals and achieve results
      • become money-smart consumers
      • gain confidence in all of their decision-making
      • develop consistent money habits and skills
      • grow up to be responsible adults
    • Dreams, Dollars & Sense

      STRATEGIES FOR TEACHING YOUR TEENS ABOUT MONEY

      HELP YOUR TEENS ACHIEVE FINANCIAL SUCCESS. Paul’s second book and revised version provides parents of teens with age-appropriate advice and suggestions on fundamental financial topics. Help your teens:

      • avoid the pitfalls of “marketing madness”
      • learn about short-term savings and investments
      • consider opportunities after high school
      • develop business skills and get their first job

      dream big, set goals, and achieve results

    • Decisions, Dollars & Sense

      HELPING YOU NAVIGATE YOUR FINANCIAL FUTURE

      MANAGE YOUR MONEY TO GAIN FINANCIAL FREEDOM. Third in the Family Finances series, this book provides young adults with sound financial guidance to help them create a personal strategy for wealth creation. This book will show you how to:

      • identify your “money type” and “burn rate”
      • manage your cash and use credit wisely
      • avoid debt and save for your priorities
      • invest now, without waiting for “extra money”
      • set career goals to design the life you want