We are a financial solutions firm

We spend our time focused on our clients' goals and core values to make sure their financial plans reflect who they are and what they believe. We consider it a privilege to assist our clients in the realization of their life’s dreams. At Legacy, the focus on the bottom line, dollar amounts and the business relationship between client and firm is a secondary priority. Our primary mission is to provide you with education, counselling, conversation and support.

We offer integrated financial solutions

By taking advantage of our integrated financial solutions, which include investment and wealth management, mortgage and financing strategies, retirement and legacy planning, our clients are offered truly comprehensive financial plans that remove the stress of coordinating between several firms and offer the confidence of knowing that all of their finances are managed or supported strategically.

We have unparalleled level of client services

We have been encouraged through the years by our clients who understand that wealth management is not just about the money. It is about family, faith, philanthropy, service, missions and making a positive difference in this world. We are privileged to help many of our clients create a legacy of generosity and stewardship.

At Legacy Financial Solutions, we pride ourselves on an unparalleled level of client service and appreciate the opportunity to help make your financial ambitions a reality.