2023 Bucket List Travel Event

September 13, 2023

1. Travel with an open heart and mind 2. It’s the people you meet who create the paradise you find 3. Start today We had […]

2023 Q3 Summer Well-Advised Newsletter

August 17, 2023

Is downsizing right for you? – We often recommend clients downsize prior to turning 80. While accessing the equity in your home is one part of […]

Hope for the Downtown Eastside

July 24, 2023

One of our Core Values at Legacy Family Office is “Generosity of Spirit”. To us, that means everything from spending hours giving back to our […]

The Families behind the Businesses

May 24, 2023

As a Family Office, we don’t just work with the business – we spend significant time with the family itself. From the complexities of ownership […]

Transitioning Towards Next Generation Owners

April 24, 2023

“We have trained, you have developed, and they have the capability and the work ethic to take over this amazing family business” Our focus is […]

Celebrating 16 years of Financial Freedom Bootcamps for young adults

February 21, 2023

The education system is failing our children financially Nearly every young adult in Canada emerges from our schools woefully underprepared for the financial realities of […]

2023 Investment Outlook – Opportunities and Strategies

February 9, 2023

We had the pleasure of sitting down with Chris McGiffen from Marret Asset Management, where he outlined the year that was (2022), and what we […]

The Value of Charitable Giving

November 7, 2022

Our clients look to us for more than just taking care of their family and their retirement – they are looking for ways to impact […]

Fall 2022 Well-Advised Newsletter

October 20, 2022

In the world of investing, time is your friend When you think of how time helps you achieve investment objectives, the first thing that comes […]

Selling a Business

October 3, 2022

The right time to begin planning for selling or transitioning the business you created to the next generation – or the next owner – is […]

Helping Clients through Periods of Transition

August 29, 2022

As we all know, life never ceases to present new challenges. At Legacy Family Office, we walk those paths with our clients, assisting them every […]

Complexity and Priorities in Families

July 18, 2022

Families – especially families in business and families of wealth – can be complex. Many time, potential clients we work with don’t even realize the […]