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
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
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
[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
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
I can live my retirement relaxing in the knowledge that I am in really good hands.
Legacy has given us advice in a sincere, honest and ethical way, which has been important to us…
Margaret and Alan