{"id":725,"date":"2025-08-15T12:08:59","date_gmt":"2025-08-15T16:08:59","guid":{"rendered":"https:\/\/legacymedadvisors.ca\/?page_id=725"},"modified":"2025-08-15T13:57:57","modified_gmt":"2025-08-15T17:57:57","slug":"total-wealth-financial-planning","status":"publish","type":"page","link":"https:\/\/legacymedadvisors.ca\/fr\/about\/total-wealth-financial-planning\/","title":{"rendered":"Planification financi\u00e8re du patrimoine total"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F9F8F6&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; custom_css_main_element_last_edited=&#8221;on|tablet&#8221; custom_css_main_element_tablet=&#8221;margin-bottom: 0;&#8221; custom_css_main_element_phone=&#8221;margin-bottom: 0;&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_text_color=&#8221;#83754E&#8221; max_width=&#8221;600px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Total Wealth Financial Planning<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Comprehensive Wealth Strategies<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=&#8221;on&#8221; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; positioning=&#8221;absolute&#8221; position_origin_a=&#8221;top_right&#8221; horizontal_offset=&#8221;5%&#8221; width=&#8221;45%&#8221; max_width=&#8221;100%&#8221; height=&#8221;100%&#8221; custom_css_free_form=&#8221;selector.et_pb_row {||  clip-path: polygon(150px 0, 100% 0, calc(100% &#8211; 150px) 100%, 0 100%);||}&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; background_image=&#8221;https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/08\/total-wealth-financial-planning_1.jpg&#8221; background_position=&#8221;top_center&#8221; background_vertical_offset=&#8221;20%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; disabled_on=&#8221;off|off|on&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_image src=&#8221;https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/08\/total-wealth-financial-planning_1.jpg&#8221; alt=&#8221;why doctors, dentists, and business owners incorporate in Canada&#8221; title_text=&#8221;total-wealth-financial-planning_1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_fullwidth_image][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#192D43&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; custom_css_main_element_last_edited=&#8221;on|tablet&#8221; custom_css_main_element_tablet=&#8221;margin-bottom: 0;&#8221; custom_css_main_element_phone=&#8221;margin-bottom: 0;&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2&#8243; background_layout=&#8221;dark&#8221; width_tablet=&#8221;100%&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_margin=&#8221;||50px||false|false&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>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.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;a0005789-3392-4f16-a59f-7318aa06f8c3&#8243; header_3_text_color=&#8221;#AA9458&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Our integrated services include:<\/h3>\n<p>[\/et_pb_text][et_pb_text module_class=&#8221;ul-list-plus-dividers light&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2&#8243; background_layout=&#8221;dark&#8221; custom_margin=&#8221;30px||||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li>Financial Planning<\/li>\n<li>Insurance of Persons<\/li>\n<li>Small Business &amp; Trust Planning<\/li>\n<li>Incorporation<\/li>\n<li>Individual Pension Plan (IPP)<\/li>\n<li>Canada\u2013U.S. Cross-Border Issues<\/li>\n<li>Estate Planning<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;f2ce54e4-be8b-46e9-bcf6-b881f79bd6fa&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,2_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;fad0d7d3-f200-40ec-81f4-558e167d0575&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; position_origin_f=&#8221;center_left&#8221; max_width=&#8221;250px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>What Sets Us Apart<\/h2>\n<p>[\/et_pb_text][et_pb_divider _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;8126410f-8a8b-4667-90fa-215077f451e1&#8243; custom_margin=&#8221;40px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; make_equal=&#8221;on&#8221; module_class=&#8221;align-center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221; custom_css_main_element_last_edited=&#8221;on|tablet&#8221; custom_css_main_element_tablet=&#8221;margin-bottom: 0;&#8221; custom_css_main_element_phone=&#8221;margin-bottom: 0;&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2&#8243; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>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.<\/p>\n<p>[\/et_pb_text][et_pb_text module_class=&#8221;ul-list-plus-dividers light full&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2&#8243; custom_margin=&#8221;30px||||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li>Personalized, goal-based planning<\/li>\n<li>Expert guidance across financial disciplines<\/li>\n<li>Direct access to a highly experienced team<\/li>\n<li>Coordination with trusted partners when needed<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2&#8243; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>All of this is delivered under a single, transparent portfolio management fee \u2014 no surprises, just clarity and value.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/08\/what-sets-us-apart_1.jpg&#8221; alt=&#8221;Inflation protection&#8221; title_text=&#8221;what-sets-us-apart_1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;c3e842d0-6822-4df3-9d81-ad5c702a4959&#8243; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; disabled_on=&#8221;off|off|on&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_image src=&#8221;https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/08\/what-sets-us-apart_1_mobile.jpg&#8221; title_text=&#8221;what-sets-us-apart_1_mobile&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_fullwidth_image][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Total Wealth Financial PlanningComprehensive Wealth StrategiesAt 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 &amp; Trust Planning Incorporation Individual Pension Plan (IPP) Canada\u2013U.S. Cross-Border Issues Estate Planning What Sets Us ApartOur 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 \u2014 no surprises, just clarity and value.<\/p>","protected":false},"author":2,"featured_media":0,"parent":106,"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-725","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Total Wealth Financial Planning | LegacyMED Advisors<\/title>\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\/about\/total-wealth-financial-planning\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Total Wealth Financial Planning | LegacyMED Advisors\" \/>\n<meta property=\"og:description\" content=\"Total Wealth Financial PlanningComprehensive Wealth StrategiesAt LegacyMED Advisors, financial planning is at the heart of our comprehensive wealth management approach. 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