Welcome to Legacy Wealth Management

Michael Jefferies, CFP®

Senior Investment Advisor

Michael Jefferies is a Senior Investment Advisor and the founding associate of Legacy Wealth Management, with over three decades of experience at TD. He and his team specialize in providing comprehensive financial planning and personalized investment advice to individuals and their families, helping them build, preserve, and transfer wealth across generations.

A strong advocate for holistic financial planning, Michael integrates personalized strategies that align with his clients’ life goals—whether that means preparing for retirement, funding education, or planning an efficient estate transition. He collaborates with professional asset managers and employs risk-based asset allocation approaches to guide clients toward long-term success.

Michael’s many years of industry experience have equipped him with the insight and perspective to deliver trusted, effective advice. He believes his deep commitment to helping clients reach their financial goals has made him a valued advisor to families and business owners alike.

Born and raised in Kingston, Michael has lived in the community his entire life and is proud to call it home. He values the strong relationships he’s built locally and is passionate about contributing to the well-being of his community.

He holds a bachelor’s degree in Geography from Queen’s University in Kingston, Ontario, and holds the Certified Financial Planner (CFP®) designation. Outside of work, Michael enjoys spending time with his wife, Debbie, and their three children—Jake, Meghan, and Melissa. He is also an avid sports fan and enjoys golfing and staying active.

Phone number: 613-544-3995
Email: Mike.jefferies@td.com

Jacob Jefferies

Associate Investment Advisor

Jacob Jefferies is an Associate Investment Advisor who focuses on helping clients achieve their financial goals through a disciplined approach to financial planning, investment management, and relationship building. He works closely with clients to develop personalized strategies that reflect their individual goals, values, and long-term vision.

Jacob holds an Honors degree in History from Queen’s University, bringing a research-driven and analytical perspective to his advisory practice. He is committed to delivering clear, thoughtful guidance and building enduring relationships grounded in trust and consistent service.

Outside of his professional role, Jacob enjoys coaching sports and spending time outdoors—activities that reflect his belief in balance, teamwork, and long-term planning, both in life and in investing.

Phone number: 613-549-9004
Email: Jacob.jefferies@td.com

Lesli Lavigne

Client Service Associate

With over 25 years of experience at TD and a lifelong career in the banking and investment industry, Lesli Lavigne brings exceptional depth of knowledge and dedication to her role. Since beginning her career at TD Canada Trust in 1996, she has built a reputation for excellence in client service, operational efficiency, and compliance.

Lesli’s comprehensive understanding of branch operations and investment procedures allows her to provide clients with seamless, personalized support. Her extensive experience is a tremendous asset to the team and a key reason she believes clients trust her guidance. Committed to a client-first approach, Lesli consistently delivers thoughtful, dependable service that supports individuals and families in achieving their financial goals.

Outside the office, Lesli enjoys spending quality time at home and in Georgian Bay with her husband, Richard, their daughter, Rachel, and their young grandson.

Phone number: 613-544-3475
Email: Lesli.Lavigne@td.com