Legacy Wealth Management
Welcome to Legacy Wealth Management - Our Philosophy
We believe that your unique goals should be at the centre of all your financial decisions and form the foundation of your financial strategy. We believe significant wealth requires sophisticated, highly customized strategies, and so we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow, and your long term future. Our philosophy celebrates collaboration. Working with a team of TD specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspective can help simplify your life.
Our Services
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
A tale of two commodities: Why gold could rally while oil’s outlook remains weak
Article
A tale of two commodities: Why gold could rally while oil’s outlook remains weak
Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.
How a family trust can benefit a family business
Article
How a family trust can benefit a family business
Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.
Dollar based investing: The power of partial shares
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Dollar based investing: The power of partial shares
Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.