LEGACY WEALTH FINANCIAL
BUILDING & PRESERVING WEALTH WITHOUT THE SACRIFICE
Our Services
Cash Flow Strategies
Legacy building doesn’t mean sacrificing your life now
( Tired of cash flow calculators and budgets you’re not likely to follow )
Let’s curate a plan that makes sense and will leave you more rich than you knew was possible
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Strategies to improve net income working or retired
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Finding money for specific purpose or project
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Credit Card and Debt Management techniques
Investment Management
People who work with a Wealth Management Professional are shown to have 4x the Assets of those that go it alone
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Compound wealth over time
Investment Strategies provide predictable and sustainable returns over time to enhance your life and Legacy
-Segregated Funds ( Offering unique features )
*large range of investment vehicles
-TFSA
-RSP’s
-RRIF’s
-Pension Transfer
-GIC
-Etc
Life Insurance
Is Not an expense it’s an INVESTMENT IN YOUR LEGACY
DID YOU KNOW YOU CAN LEVERAGE LIFE INSURANCE AS A PROPELLER OF WEALTH?
We broker you the best rate - that goes without saying, now let’s gain clarity for what your best move is
-Secret insurance strategies used by the wealthy
-Whole Life
-Universal Life
-Term Life
-Disability Income
-Critical Illness
-Group insurance /employee benefits
Mortgages
From Major Banks to Private Lenders we have the ability to source your best mortgage including the rate
Ranging from Excellent credit or not so much
First Time Buyer
Refinance
Rental Properties
Commercial
Second Mortgage
Reverse Mortgage
Line of Credit
Risk Assessment and Mitigation
Managing risk is essential to financial success. Our risk assessment and mitigation strategies are designed to protect your assets and minimize potential threats to your financial well-being.