Legacy Private Wealth And Estate
Financial-Services
Website
Company Tagline
Adding value to what matters to you the most.
Industry Category
Business Keywords
Company Description
Legacy Private Wealth And Estate is a leading financial services provider dedicated to adding value to what matters most to its clients. With over 60 years of combined experience, Legacy Private Wealth And Estate specializes in advanced financial planning, estate planning, and private wealth management for business owners and professionals. The firm is committed to empowering clients through financial knowledge, helping them achieve their long-term goals and secure their financial futures.
Located at 5805 Whittle Rd, Suite 5, Mississauga, Ontario L4Z 2J1, CA, Legacy Private Wealth And Estate offers a comprehensive suite of services, including investment planning, insurance, mortgages, estate planning, and investments. The company also provides group health insurance, accident and sickness insurance, financial planning, mutual funds, and life insurance solutions tailored to meet the unique needs of each client.
Legacy Private Wealth And Estate prides itself on changing lives by providing exceptional financial guidance and support. The firm’s holistic approach ensures that clients receive the best possible advice and strategies to navigate the complexities of wealth management. We invite the manager of Legacy Private Wealth And Estate to create a customized and exclusive company showcase and product listing on our platform to further enhance their reach and impact.
Legacy Private Wealth And Estate est un fournisseur de services financiers de premier plan qui se consacre à ajouter de la valeur à ce qui compte le plus pour ses clients. Avec plus de 60 ans d'expérience combinée, Legacy Private Wealth And Estate se spécialise dans la planification financière avancée, la planification successorale et la gestion de patrimoine privé pour les propriétaires d'entreprises et les professionnels. L'entreprise s'engage à donner à ses clients les moyens d'agir grâce à leurs connaissances financières, en les aidant à atteindre leurs objectifs à long terme et à assurer leur avenir financier.
Situé au 5805 Whittle Rd, Suite 5, Mississauga, Ontario L4Z 2J1, CA, Legacy Private Wealth And Estate offre une gamme complète de services, y compris la planification des investissements, l'assurance, les hypothèques, la planification successorale et les investissements. La société fournit également une assurance collective maladie, une assurance accident et maladie, une planification financière, des fonds communs de placement et des solutions d'assurance-vie adaptées aux besoins uniques de chaque client.
Legacy Private Wealth And Estate est fière de changer des vies en fournissant des conseils et un soutien financiers exceptionnels. L'approche holistique de l'entreprise garantit que les clients reçoivent les meilleurs conseils et stratégies possibles pour naviguer dans les complexités de la gestion de patrimoine. Nous invitons le responsable de Legacy Private Wealth And Estate à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur portée et leur impact.
Key Personnel / Employees
Compare Companies Side by Side
Compare Legacy Private Wealth And Estate with 3 companies in Financial-Services
| Comparison Field |
Legacy Private Wealth And...Main Company |
Experior Financial G...View Profile |
John Lysack Wealth M...View Profile |
Fortify WealthView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2014 | ||
|
Company Size
|
— | 11-50 | 2-10 | 2-10 |
|
City
|
Mississauga, Ontario | Guelph, Ontario | Toronto, Ontario | London, England |
|
Country
|
Canada | Canada | Canada | United Kingdom |
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Financial Planning
Estate Planning
Wealth Management
Investment Planning
Insurance
Mortgages
Financial Services
Investments
Group Health Insurance
Accident & Sickness Insurance
Mutual Funds
Life Insurance
|
15 Total
1 Common
14 Unique
Match
8%
Common Skills:
Financial Services
Unique Skills:
Annuities
Careers
Consumer Proposals
Critical Illness
Debt Solutions
Group Benefits
+8
|
8 Total
8 Unique
Unique Skills:
Budgeting
Cash Flow Planning
charity
Critical Illness Insurance
Disability Insurance
Retirement
+2
|
9 Total
1 Common
8 Unique
Match
8%
Common Skills:
Wealth Management
Unique Skills:
Business Owner Planning
Financial Advice
Fund Management
Inheritance Tax Planning
Pension Planning
Protection Planning
+2
|
4
Total Companies2014
Oldest Founded2
Countries41
Unique SkillsSimilar Companies
Other organizations in the same industry
Ratehub.ca
Financial-ServicesPersonal finance is hard. But that’s why we’re here. With the knowledge, tools, and products to help...
Gore Street Capital
Financial-ServicesEnabling Transition to a Low-Carbon Economy
Alternative Company Names
This company is also known as