Transitioning Towards Next Generation Owners
“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 […]
Continue Reading“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 […]
The Families behind the Businesses
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 […]
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Celebrating 16 years of Financial Freedom Bootcamps for young adults
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 […]
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2023 Investment Outlook – Opportunities and Strategies
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 […]
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The Value of Charitable Giving
Our clients look to us for more than just taking care of their family and their retirement – they are looking for ways to impact […]
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Fall 2022 Well-Advised Newsletter
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 […]
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Selling a Business
The right time to begin planning for selling or transitioning the business you created to the next generation – or the next owner – is […]
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Helping Clients through Periods of Transition
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 […]
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Complexity and Priorities in Families
Families – especially families in business and families of wealth – can be complex. Many time, potential clients we work with don’t even realize the […]
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Family Office is about more than just the investments…
You’ve met many investment advisors over the years. Some have been good, others perhaps not so much. What makes Legacy Family Office different is that […]
Continue ReadingWorld of Difference in Difficult Times
It’s been our experience when dealing with aging clients as well as their estates, that there are a number of very important tools to have […]
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Will you need life and health insurance in retirement?
During your working years, many types of insurance are usually considered to be necessary. For example, life insurance protects your family’s financial security and disability […]
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