Total Wealth Financial Planning
Comprehensive Wealth Strategies
At LegacyMED Advisors, financial planning is at the heart of our comprehensive wealth management approach. We take a holistic view of your financial life, offering personalized strategies to help you achieve your goals.
Our integrated services include:
- Financial Planning
- Insurance of Persons
- Small Business & Trust Planning
- Incorporation
- Individual Pension Plan (IPP)
- Canada–U.S. Cross-Border Issues
- Estate Planning
What Sets Us Apart
Our services are ideal for individuals and families with significant investable assets who want a full-service, professional wealth management experience. We go beyond the traditional offerings of banks and brokerage firms to deliver custom advice and solutions.
- Personalized, goal-based planning
- Expert guidance across financial disciplines
- Direct access to a highly experienced team
- Coordination with trusted partners when needed
All of this is delivered under a single, transparent portfolio management fee — no surprises, just clarity and value.
