Legacy Wealth Advisory Group
Legacy Wealth Advisory Group
Wealth management that evolves as your needs, priorities and circumstances change over time
Whether your focus is on building for the future, planning for retirement or leaving a meaningful legacy, our team is proficient to assist. We can help uncover the values behind your goals, identify priorities and potential blind spots, and then create a wealth strategy and financial plan that is uniquely tailored to you.
Legacy Wealth Advisory Group is part of TD Wealth Private Investment Advice and is led by two highly qualified, dedicated, and experienced Investment Advisors (IAs), Eugene Wong and Kathryn McNeil. Our team works to deliver personalized wealth management services and dedicate ourselves to building strong, long lasting relationships with our clients. We also often engage TD Specialists who can provide expertise in Estate Planning and High Net Worth Planning. Together we work to deliver a legendary experience.
We have strong principles and practices:
- Our lasting relationships are based on trust
- We believe we are straightforward, truthful, accountable, and always place your interests first
- We are available and deliver attentive service
- We go beyond investment advice – we identify opportunities to help maximize your wealth or prepare you for retirement through tax planning, insurance and estate strategies
- We collaborate with the TD specialists to provide expertise on estate and tax matters to help create integrated solutions where needed
- We hold seminars, luncheons and workshops to inform our clients and educate ourselves to provide accurate and relevant advice.
Your unique goals
Schedule a complimentary Discovery Session to uncover your wealth personality and start taking steps towards developing your very own Personalized Financial Plan.