Having advisors who are well-qualified members of professional organizations gives you peace of mind about those with whom you are consulting about the success of your family’s wealth portfolio, business enterprise, and professional practice. With experience comes wisdom; with study comes a wider awareness of additional strategies and pathways to success!
By staying connected to professional associations and always furthering our educational goals, our advisors are keeping up to date in the industry’s latest best practices, and the ever-expanding range of topics that will directly affect your wealth, your enterprise, and your legacy. We read trade journals, attend conferences, present workshops, take courses, and confer with respected peers on an ongoing basis.
In case you’re interested, we’ve prepared for you links to a number of the institutions and associations that have provided our team with professional qualifications, which you can see here. We are always working to upgrade and expand our knowledge base, and this list might seem a little dry, but the main idea is this: we work hard to stay at the forefront of our profession.
If you have any more questions about our qualifications, please ask.
Credential | Abbreviation | Accrediting or Designating Body |
---|---|---|
Family Enterprise Advisor | FEA | Institute of Family Enterprise Advisors |
Advanced Certificate in Family Wealth Advising | ACFWA | Family Firm Institute |
Advanced Certificate in Family Business Advising | ACFBA | Family Firm Institute |
Fellow, Family Firm | Institute Family Firm Institute | |
Certified Financial Planner | CFP | Financial Planning Standards Council |
Chartered Professional Accountant | CPA, CP | Chartered Professional Accountants Canada |
Chartered Investment Manager | CIM | Canadian Securities Institute |
Certified Executor Advisor | CEA | Canadian Institute of Certified Executor Advisors |
Registered Financial Planner | RFP | Insitute of Advanced Financial Planners |
Chairman’s Council Elite (2019) | Assante Wealth Management | |
Bachelor of Arts, Business & Aviation | BA | Trinity Western University School of Business and Aviation Studies |
Bachelor of Commerce | Bcomm | Athabasca University |
Bachelor of Math, Mathematics, & Computer Science | BMath | University of Waterloo Bachelor of Math (Co-op) |
Bachelor of Business Administration, Management & Finance | BBA | Vancouver Island University |
Bachelor of Arts, English Literature & Economics | BA | University of British Columbia |
Canadian Investment Funds Course | CIFC | Investment Funds Institute of Canada |
Canadian Securities Course | CSC | Canadian Securities Institute |
Certificate, Family Enterprise Advisor | University of British Columbia, Sauder School of Business, Family Enterprise Advisor Program | |
Conduct & Practices Handbook Course | Canadian Securities Institute | |
Financial Management Diploma | Fin.Dip. | BC Institute of Technology, School of Business, Financial Planning Option |
Life Licence Qualification Program | LLQP | Insurance Council of British Columbia |
Investment Management Techniques | IMT | Canadian Securities Institute |
Portfolio Management Techniques | PMT | Canadian Securities Institute |
Chartered Life Underwriter (CLU®) | CLU | Advocis, The Financial Advisors Association of Canada |
We help Families in Business navigate the complexities of multi-generational financial affairs.
We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.
Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.
We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.
I can live my retirement relaxing in the knowledge that I am in really good hands.
I know so many families where only one person manages the finances. Having Legacy Family Office both involved and taking care of your entire family has been vital to building our legacy. I don’t know what we would’ve done without their guidance and support (over the last 5 years).
We are so glad we began working with Legacy Family Office two years ago. They walked us through some tough questions and immediately identified – and addressed – significant gaps in our financial lives. Less than a year later, Geoff was diagnosed with Kidney Cancer. Without their help to put a proper Financial Plan in place and see it through, our business and personal finances may have taken a hit that would’ve taken years to recover from.
[They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.
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.
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.
I have been extremely pleased in working with the Legacy Family Office team. They are professional, attentive to all of the details, and have worked hard to understand my family’s particular needs across the extended family. They see broadly and can also drill down to get done what needs doing. They have assisted with Trust matters, estate planning, business needs, philanthropic planning, and more. I can trust them to do an excellent job.
Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.
Since we began working with the Legacy Family Office team nearly 5 years ago, through holding family meetings with our children and working with us to understand our needs, they helped us navigate the transition of selling our business, and then identified potential issues regarding our estate planning and family legacy. As a result, we were able to head off these issues so that they never became a problem. We sincerely value their care, wisdom, and guidance in looking after our family.
Phone:
1 (604) 678-3003
Toll-Free:
1 (888) 687-8666
Email:
[email protected]