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Legacy Wealth Management
"Our discovery and wealth management approach is driven by what matters most to you"
27 Princess Street Suite 202 Kingston, ON K7L 1A3Map
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. 
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.
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.
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.
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.
Meet The Team
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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