[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ global_colors_info=”{}”]<\/p>\n
Lewis Rosen established LegacyMED Advisors to offer tailored wealth management solutions specifically for doctors & dentists.<\/p>\n
[\/et_pb_text][et_pb_divider show_divider=”off” _builder_version=”4.27.4″ _module_preset=”8126410f-8a8b-4667-90fa-215077f451e1″ locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” max_width=”1150px” global_colors_info=”{}”]<\/p>\n
Our specialized focus, combined with a unique perspective, enables the team to deeply understand the complex investment, tax, and risk management strategies essential for crafting wealth plans that not only meet but also enhance and preserve clients\u2019 individual goals.<\/p>\n
The advisory team at LegacyMED Advisors excels in active, pension-style investment management, creating custom portfolios centred around carefully selected individual securities. They believe that active management and personalized portfolios offer a more efficient approach to managing risk and minimizing costs for their clients.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”0px||71px||false|false” custom_padding_tablet=”0px||71px||false|false” custom_padding_phone=”||0px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate=”0px|-80px” transform_translate_tablet=”0px|-80px” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]
![\"Lewis](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/lewis-rosen_headshot_trans.png\")
<\/span>Lewis Rosen<\/h3>CEO & Founder<\/span>Read More<\/span><\/span><\/a>![\"Christine](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/christine-cao_3.png\")
<\/span>Christine Cao, MSc. CFA<\/h3>CIO & Portfolio Manager<\/span>Read More<\/span><\/span><\/a>![\"Andrew](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/andrew-stulberg_2.png\")
<\/span>Andrew Stulberg, CFP\u00ae, RRC<\/h3>Senior Financial Planner*, Private Client Group<\/span>Read More<\/span><\/span><\/a>![\"\"](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2026\/09\/paul-marche_headshot-2.webp\")
<\/span>Paul Marche, CIM\u00ae<\/h3>Portfolio Manager<\/span>Read More<\/span><\/span><\/a>![\"\"](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/Philippe-Capelle_headshot_5.webp\")
<\/span>Philippe Capelle, CPA, CFA\u00ae<\/h3>Portfolio Manager, Private Client Group<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” custom_margin=”||50px||false|false” custom_padding=”||||false|false” custom_padding_tablet=”|5vw||5vw|false|false” custom_padding_phone=”|5vw||5vw|false|false” custom_padding_last_edited=”on|tablet” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\nStrategic Insurance Consultants<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]
![\"Trevor](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/03\/trevor-parry_headshot_2.png\")
<\/span>Trevor Parry, M.A., LL.B, LL.M (Tax). TEP<\/h3>Senior Estate Planning Advisor<\/span>Read More<\/span><\/span><\/a>![\"\"](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/08\/Dan-Burjoski_headshot_3.png\")
<\/span>Dan Burjoski, CLU, CFP\u00ae<\/h3>Senior Financial Planner* & Insurance Consultant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nExecutive & Business Operations<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]
![\"Rosie](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/04\/rosie-leblanc_headshot_3.png\")
<\/span>Rosie LeBlanc<\/h3>Executive Assistant to the CEO<\/span>Read More<\/span><\/span><\/a>![\"Thanh](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/04\/thanh-truong.webp\")
<\/span>Thanh Truong, CIM\u00ae<\/h3>Associate Portfolio Manager & Branch Administrator<\/span>Read More<\/span><\/span><\/a>![\"\"](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2026\/07\/sarah-rosenberg_headshot_4.webp\")
<\/span>Sarah Rosenberg<\/h3>Senior Event Coordinator<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nClient Services & Administration<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]
![\"Deborah](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/04\/deborah-tone_headshot_1.png\")
<\/span>Deborah Tone<\/h3>Executive Receptionist<\/span>Read More<\/span><\/span><\/a>![\"\"](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/10\/Vincent-Nguyen_headshot-6.png\")
<\/span>Vincent Nguyen<\/h3>Administrative Assistant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”a21d428b-5e1a-4f1f-a61a-1ed42abf73aa” global_module=”454″ global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_text_align=”center” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”300px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\nFind out how we can help you<\/h2>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”320px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
Our team is dedicated to contributing to your financial success.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Work With Us” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”70px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F3F4F5″ custom_padding=”||180px|||” custom_padding_tablet=”||180px|||” custom_padding_phone=”||70px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”] We are committed to delivering personalized financial strategies designed to help our clients grow, protect, and preserve their wealth [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ global_colors_info=”{}”] Lewis Rosen established LegacyMED Advisors to offer tailored wealth management solutions specifically […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-105","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n
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<\/span>Andrew Stulberg, CFP\u00ae, RRC<\/h3>Senior Financial Planner*, Private Client Group<\/span>Read More<\/span><\/span><\/a><\/span>Paul Marche, CIM\u00ae<\/h3>Portfolio Manager<\/span>Read More<\/span><\/span><\/a><\/span>Philippe Capelle, CPA, CFA\u00ae<\/h3>Portfolio Manager, Private Client Group<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” custom_margin=”||50px||false|false” custom_padding=”||||false|false” custom_padding_tablet=”|5vw||5vw|false|false” custom_padding_phone=”|5vw||5vw|false|false” custom_padding_last_edited=”on|tablet” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\nStrategic Insurance Consultants<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]
<\/span>Trevor Parry, M.A., LL.B, LL.M (Tax). TEP<\/h3>Senior Estate Planning Advisor<\/span>Read More<\/span><\/span><\/a><\/span>Dan Burjoski, CLU, CFP\u00ae<\/h3>Senior Financial Planner* & Insurance Consultant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nExecutive & Business Operations<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]
<\/span>Rosie LeBlanc<\/h3>Executive Assistant to the CEO<\/span>Read More<\/span><\/span><\/a><\/span>Thanh Truong, CIM\u00ae<\/h3>Associate Portfolio Manager & Branch Administrator<\/span>Read More<\/span><\/span><\/a><\/span>Sarah Rosenberg<\/h3>Senior Event Coordinator<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nClient Services & Administration<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]
<\/span>Deborah Tone<\/h3>Executive Receptionist<\/span>Read More<\/span><\/span><\/a><\/span>Vincent Nguyen<\/h3>Administrative Assistant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”a21d428b-5e1a-4f1f-a61a-1ed42abf73aa” global_module=”454″ global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_text_align=”center” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”300px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\nFind out how we can help you<\/h2>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”320px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
Our team is dedicated to contributing to your financial success.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Work With Us” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”70px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F3F4F5″ custom_padding=”||180px|||” custom_padding_tablet=”||180px|||” custom_padding_phone=”||70px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”] We are committed to delivering personalized financial strategies designed to help our clients grow, protect, and preserve their wealth [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ global_colors_info=”{}”] Lewis Rosen established LegacyMED Advisors to offer tailored wealth management solutions specifically […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-105","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n
Our Team | LegacyMED Advisors<\/title>\n<meta name=\"description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Team | LegacyMED Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:site_name\" content=\"LegacyMED Advisors\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-20T17:24:10+00:00\" 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<\/span>Philippe Capelle, CPA, CFA\u00ae<\/h3>Portfolio Manager, Private Client Group<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” custom_margin=”||50px||false|false” custom_padding=”||||false|false” custom_padding_tablet=”|5vw||5vw|false|false” custom_padding_phone=”|5vw||5vw|false|false” custom_padding_last_edited=”on|tablet” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\nStrategic Insurance Consultants<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]
<\/span>Trevor Parry, M.A., LL.B, LL.M (Tax). TEP<\/h3>Senior Estate Planning Advisor<\/span>Read More<\/span><\/span><\/a><\/span>Dan Burjoski, CLU, CFP\u00ae<\/h3>Senior Financial Planner* & Insurance Consultant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nExecutive & Business Operations<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]
<\/span>Rosie LeBlanc<\/h3>Executive Assistant to the CEO<\/span>Read More<\/span><\/span><\/a><\/span>Thanh Truong, CIM\u00ae<\/h3>Associate Portfolio Manager & Branch Administrator<\/span>Read More<\/span><\/span><\/a><\/span>Sarah Rosenberg<\/h3>Senior Event Coordinator<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nClient Services & Administration<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]
<\/span>Deborah Tone<\/h3>Executive Receptionist<\/span>Read More<\/span><\/span><\/a><\/span>Vincent Nguyen<\/h3>Administrative Assistant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”a21d428b-5e1a-4f1f-a61a-1ed42abf73aa” global_module=”454″ global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_text_align=”center” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”300px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\nFind out how we can help you<\/h2>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”320px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
Our team is dedicated to contributing to your financial success.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Work With Us” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”70px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F3F4F5″ custom_padding=”||180px|||” custom_padding_tablet=”||180px|||” custom_padding_phone=”||70px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”] We are committed to delivering personalized financial strategies designed to help our clients grow, protect, and preserve their wealth [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ global_colors_info=”{}”] Lewis Rosen established LegacyMED Advisors to offer tailored wealth management solutions specifically […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-105","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n
Our Team | LegacyMED Advisors<\/title>\n<meta name=\"description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Team | LegacyMED Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:site_name\" content=\"LegacyMED Advisors\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-20T17:24:10+00:00\" 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<\/span>Trevor Parry, M.A., LL.B, LL.M (Tax). TEP<\/h3>Senior Estate Planning Advisor<\/span>Read More<\/span><\/span><\/a><\/span>Dan Burjoski, CLU, CFP\u00ae<\/h3>Senior Financial Planner* & Insurance Consultant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nExecutive & Business Operations<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]
<\/span>Rosie LeBlanc<\/h3>Executive Assistant to the CEO<\/span>Read More<\/span><\/span><\/a><\/span>Thanh Truong, CIM\u00ae<\/h3>Associate Portfolio Manager & Branch Administrator<\/span>Read More<\/span><\/span><\/a><\/span>Sarah Rosenberg<\/h3>Senior Event Coordinator<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nClient Services & Administration<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]
<\/span>Deborah Tone<\/h3>Executive Receptionist<\/span>Read More<\/span><\/span><\/a><\/span>Vincent Nguyen<\/h3>Administrative Assistant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”a21d428b-5e1a-4f1f-a61a-1ed42abf73aa” global_module=”454″ global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_text_align=”center” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”300px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\nFind out how we can help you<\/h2>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”320px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
Our team is dedicated to contributing to your financial success.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Work With Us” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”70px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F3F4F5″ custom_padding=”||180px|||” custom_padding_tablet=”||180px|||” custom_padding_phone=”||70px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”] We are committed to delivering personalized financial strategies designed to help our clients grow, protect, and preserve their wealth [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ global_colors_info=”{}”] Lewis Rosen established LegacyMED Advisors to offer tailored wealth management solutions specifically […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-105","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n
Our Team | LegacyMED Advisors<\/title>\n<meta name=\"description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Team | LegacyMED Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:site_name\" content=\"LegacyMED Advisors\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-20T17:24:10+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/legacymedadvisors.ca\\\/our-team\\\/\",\"url\":\"https:\\\/\\\/legacymedadvisors.ca\\\/our-team\\\/\",\"name\":\"Our Team | LegacyMED Advisors\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/legacymedadvisors.ca\\\/#website\"},\"datePublished\":\"2025-03-21T15:06:06+00:00\",\"dateModified\":\"2026-07-20T17:24:10+00:00\",\"description\":\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their 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Executive & Business Operations<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]
<\/span>Rosie LeBlanc<\/h3>Executive Assistant to the CEO<\/span>Read More<\/span><\/span><\/a><\/span>Thanh Truong, CIM\u00ae<\/h3>Associate Portfolio Manager & Branch Administrator<\/span>Read More<\/span><\/span><\/a><\/span>Sarah Rosenberg<\/h3>Senior Event Coordinator<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nClient Services & Administration<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]
<\/span>Deborah Tone<\/h3>Executive Receptionist<\/span>Read More<\/span><\/span><\/a><\/span>Vincent Nguyen<\/h3>Administrative Assistant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”a21d428b-5e1a-4f1f-a61a-1ed42abf73aa” global_module=”454″ global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_text_align=”center” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”300px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\nFind out how we can help you<\/h2>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”320px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
Our team is dedicated to contributing to your financial success.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Work With Us” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”70px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F3F4F5″ custom_padding=”||180px|||” custom_padding_tablet=”||180px|||” custom_padding_phone=”||70px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”] We are committed to delivering personalized financial strategies designed to help our clients grow, protect, and preserve their wealth [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ global_colors_info=”{}”] Lewis Rosen established LegacyMED Advisors to offer tailored wealth management solutions specifically […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-105","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n
Our Team | LegacyMED Advisors<\/title>\n<meta name=\"description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Team | LegacyMED Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:site_name\" content=\"LegacyMED Advisors\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-20T17:24:10+00:00\" 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<\/span>Sarah Rosenberg<\/h3>Senior Event Coordinator<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.6″ _module_preset=”default” transform_scale_tablet=”” transform_scale_phone=”” transform_scale_last_edited=”on|phone” transform_translate_tablet=”” transform_translate_phone=”0px|0px” transform_translate_last_edited=”on|phone” transform_translate_linked=”off” transform_rotate_tablet=”” transform_rotate_phone=”” transform_rotate_last_edited=”on|phone” transform_skew_tablet=”” transform_skew_phone=”” transform_skew_last_edited=”on|phone” transform_origin_tablet=”” transform_origin_phone=”” transform_origin_last_edited=”on|phone” transform_styles_last_edited=”on|phone” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|phone” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|phone” custom_margin=”80px||||false|false” transform_styles_tablet=”” transform_styles_phone=”” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.6″ _module_preset=”default” height=”1px” custom_margin=”||80px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||50px||false|false”]<\/p>\nClient Services & Administration<\/h2>\n
[\/et_pb_text][et_pb_code _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]
<\/span>Deborah Tone<\/h3>Executive Receptionist<\/span>Read More<\/span><\/span><\/a><\/span>Vincent Nguyen<\/h3>Administrative Assistant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”a21d428b-5e1a-4f1f-a61a-1ed42abf73aa” global_module=”454″ global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_text_align=”center” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”300px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\nFind out how we can help you<\/h2>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”320px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
Our team is dedicated to contributing to your financial success.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Work With Us” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”70px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F3F4F5″ custom_padding=”||180px|||” custom_padding_tablet=”||180px|||” custom_padding_phone=”||70px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”] We are committed to delivering personalized financial strategies designed to help our clients grow, protect, and preserve their wealth [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ global_colors_info=”{}”] Lewis Rosen established LegacyMED Advisors to offer tailored wealth management solutions specifically […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-105","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n
Our Team | LegacyMED Advisors<\/title>\n<meta name=\"description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Team | LegacyMED Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:site_name\" content=\"LegacyMED Advisors\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-20T17:24:10+00:00\" 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<\/span>Deborah Tone<\/h3>Executive Receptionist<\/span>Read More<\/span><\/span><\/a><\/span>Vincent Nguyen<\/h3>Administrative Assistant<\/span>Read More<\/span><\/span><\/a><\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”a21d428b-5e1a-4f1f-a61a-1ed42abf73aa” global_module=”454″ global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_text_align=”center” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”300px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\nFind out how we can help you<\/h2>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”320px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
Our team is dedicated to contributing to your financial success.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Work With Us” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”70px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F3F4F5″ custom_padding=”||180px|||” custom_padding_tablet=”||180px|||” custom_padding_phone=”||70px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”] We are committed to delivering personalized financial strategies designed to help our clients grow, protect, and preserve their wealth [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ global_colors_info=”{}”] Lewis Rosen established LegacyMED Advisors to offer tailored wealth management solutions specifically […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-105","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n
Our Team | LegacyMED Advisors<\/title>\n<meta name=\"description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Team | LegacyMED Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team provides personalized financial strategies designed to help our clients grow, protect, and preserve their wealth.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/legacymedadvisors.ca\/fr\/our-team\/\" \/>\n<meta property=\"og:site_name\" content=\"LegacyMED Advisors\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-20T17:24:10+00:00\" 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Our team is dedicated to contributing to your financial success.<\/p>\n
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[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#F3F4F5″ custom_padding=”||180px|||” custom_padding_tablet=”||180px|||” custom_padding_phone=”||70px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”] We are committed to delivering personalized financial strategies designed to help our clients grow, protect, and preserve their wealth [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ global_colors_info=”{}”] Lewis Rosen established LegacyMED Advisors to offer tailored wealth management solutions specifically […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-105","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n