Family Office
We help Families in Business navigate the complexities of multi-generational financial affairs.
Enterprise Oversight
We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.
Wealth Management
Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.
Wealth Transfer
We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.
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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[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 PhyllisLegacy has given us advice in a sincere, honest and ethical way, which has been important to us…
Margaret and AlanLegacy’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 ConnyLegacy 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 CatherineI can live my retirement relaxing in the knowledge that I am in really good hands.
MurielWith 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 DarleneWe 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 DarleneStrategic. Thoughtful. Responsive. Unique.Mailing Address:
#800 - 650 West Georgia Street,
Vancouver, BC, V6B 4N8, Canada