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Legacy Wealth Management

Our discovery and wealth management approach is driven by what matters most to you


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 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. 


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Michael Jefferies, CFP
Vice President, Investment Advisor

Michael is the founding associate of Legacy Wealth. 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 is Geography from Queen's University in Kingston Ontario. He then became a certified Financial Planner. Mike enjoys  spending time with his wife Debbie and three children, Jake, Meghan, and Melissa.





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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. 




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Jamie Vickers, BA (Hons)
Client Service Associate

Jamie is the newest client service associate having recently graduated from Queen's University in Kingston Ontario with a bachelor's degree in Art History. Away from the office, Jamie is passionate about the arts and an avid collector of classic cars and boats.


ADDITIONAL CONTACT

Toll Free: 1(888) 886-2667
Branch Office: (613) 544-4226
Branch Fax: (613) 544-4398

Additional Information

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.

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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.

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Meet The Team

REQUEST AN APPOINTMENT

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

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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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