Keeping Family Traditions and Stories Alive for Generations
What is your family story? You probably know where your parents came from – but what about your grandparents or great grandparents? Knowing your family’s […]
Continue ReadingWhat is your family story? You probably know where your parents came from – but what about your grandparents or great grandparents? Knowing your family’s […]
Continue ReadingAssante Wealth Management Achieves Top Ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction Study Assante also ranks first in trust among full-service investment firms […]
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 […]
Continue ReadingPicture this: you are twenty years old and a very lucky lottery ticket lands you $70 million dollars. You can now afford all the things […]
Continue ReadingSummer is in full swing as we write this – great to see our vaccination levels continue to climb across Canada. We hope you are […]
Continue ReadingBeing intelligent with money at a young age is imperative to ensuring an affluent future. Now more than ever, it is essential to educate young […]
Continue ReadingAs a Family Office, we often speak about the value of developing a road map – what we call your ‘Financial Plan’ – but what […]
Continue ReadingAs a family office, we understand the importance of first working on Tax Planning and Investment Strategies (for the business, real estate, and the investment […]
Continue ReadingDespite the hardships many faced, from difficult times come powerful lessons, and this pandemic was no different. Some of the thing we learned were practical, […]
Continue ReadingFor most, asset ownership is an important part of their long-term financial plan, and likely one of the biggest financial decisions an individual or family […]
Continue ReadingPhilanthropy and a spirit of generosity has long been a focus for Legacy Family Office. We know first-hand how generous, you, our clients, are and […]
Continue ReadingThis decade has had a start unlike many others. Although the COVID-19 pandemic has altered the way we do almost everything in our day-to-day lives, […]
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