Contact Legacy Wealth Management Please share a little about yourself and how I can help.
Email usPlease share a little about yourself and the best way I can reach you.
Request an appointment
Please complete the information below and I will contact you shortly
your message has been sent to Legacy Wealth Management
Contact Legacy Wealth Management
Please share a little about yourself and how I can help.
Email us
Please share a little about yourself and the best way I can reach you.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
The details you shared
Request an appointment
Please provide the information below and you will be contacted soon by a TD Wealth advisor.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
Best time to call you
Preferred appointment dates
Comment
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. Because significant wealth requires sophisticated, highly customized strategies, 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.
Michael Jefferies, CFP Senior Investment Advisor
Michael is the founding associate of Legacy Wealth Management. He focuses on helping clients build, preserve, protect, and transfer their wealth to multiple generations. He uses professional asset managers and risk based asset allocation strategies to help his clients achieve their financial goals. For the past twenty-five years, Mike has had the privilege of being a trusted financial advisor to families and businesses. His passion and dedication to helping others plan for their financial future has resulted in many industry accomplishments. Michael earned his bachelor's degree in Geography from Queen's University in Kingston Ontario. He then obtained the Certified Financial Planner (CFP) designation. Mike enjoys spending time with his wife Debbie and three children, Jake, Meghan, and Melissa.
Lesli Lavigne Client Service Associate
With twenty-three years in the financial services industry, Lesli brings extensive experience in client service, operations, and compliance. Lesli started working at TD Canada Trust in 1996 and became passionate about helping others in her community. She has extensive knowledge of branch operations and procedures and applies this knowledge every day when helping clients. Away from the office Lesli enjoys spending time at home and in Georgian Bay with her husband Richard and daughter Rachel.
Legacy Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
REQUEST AN APPOINTMENT
You have questions, we have answers. Let's have a quick chat.
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Heather Richardson
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Des Jardine
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Bernice Marien
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/legacywealthmanagement
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
Do you know someone who would benefit from our services?
Share our profile
mike.jefferies@td.com
Mailing List
Receive content from TD Wealth
To better serve you, TD Wealth has created material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services to help you reach your financial goals. Sign up today to receive the latest news and information from TD Wealth.
If you no longer wish to receive our emails, please use the unsubscribe link above.
By clicking Unsubscribe, you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via email and/or standard mail .
By clicking Submit, you agree to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via e-mail and/or standard mail from based on the information you provided. If you wish to unsubscribe at any time, you can use the Unsubscribe Form on this page or the Unsubscribe link in any email communication received from .