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.
Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.
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.
Let's talk money: A practical guide for families
Article
Let's talk money: A practical guide for families
From timing and tone to setting the stage — here's how to make money conversations a little less awkward.
3 factors to consider when renewing your mortgage
Article
3 factors to consider when renewing your mortgage
For high-net-worth borrowers, mortgage renewal may be less about affordability and more about strategy.
The giving shift: Canadian women leading a new philanthropic era
Article
The giving shift: Canadian women leading a new philanthropic era
The giving power of women is growing by leaps and bounds — Canadian women are giving nearly 3x more than they were a generation ago.