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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 three highly qualified, dedicated, and experienced Investment Advisors (IAs), Eugene WongOscar Zorzetti, 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.


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WHAT WE DO

  • Specializes in providing customized financial advice and wealth management services to individuals, families, retirees, businesses, and institutions
  • Help prepare for life's ups and downs which don't match the ups and downs of the market, and connect you to a core team of TD specialists with experiences ranging from Estate and Trust Planning, to Business Succession and Tax Planning.
  • Host variety of educational seminars to educate and help investors make comfortable financial and investment decisions. Some seminar topics include: market outlooks, retirement planning, estate planning strategies, tax strategies, etc.
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.
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WHERE & HOW WE CAN ASSIST 

At various stages of your life, we can integrate advice to help plan and address your needs, doesn’t matter which life stage you are at, whether it be:
    • Saving for a major purchase
    • Buying a house
    • Starting or divesting a business
    • Getting married or divorced
    • Saving for your own or your kids’ education
    • Changing careers
    • Inheriting a windfall
    • Heading into retirement
    • Experiencing major health issues
    • Transferring your wealth to the next generation or charities
We can help and be there every step of the way. Life can be complicated, but investing doesn’t need to be.

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*note that the services listed above are provided in collaboration with TD specialists

Personalization & Tailored Portfolios

Receive personalized financial advice and wealth management services tailored to your unique situation and needs

Be presented with a long-term, integrated financial plan with tailored investment strategies and ongoing monitoring to help track your investment growth and make adjustments according to the dynamics of your lifestyle or the markets.

Access to Resources

  • High Net Worth Planning
  • Private banking Services
  • Educational Seminars
  • Retirement Planning
  • Insurance
  • Trust Services
  • Will & Estate Planning Strategies
  • Tax Management Strategies
  • All of TD Canada Trust Services


OUR PROCESS

Every client is unique and special in their own way, so every recommendation and plan should be personalized. Our process starts off with an introductory and discovery meeting, followed by planning and presenting, then committing and executing, and finally following up with reviews and new discoveries meetings.

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Legacy Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank

ADDITIONAL CONTACT

Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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