Holistic Financial plans and advice to help you reach your goals.

Build wealth wisely. Protect from risks and taxes. Leave a legacy that lasts.
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What We Offer

 
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Get Expert Advice

  • from a CERTIFIED FINANCIAL PLANNER®, CERTIFIED KINGDOM ADVISOR®, CHARTERED LIFE UNDERWRITER®

Know you are doing it right

  • Ongoing support & guidance.
  • Find your purpose.
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Secure Results

  • Peace of mind.
  • Make your life better.
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When is the last time you reviewed your finances, insurance or investments by a Certified professional?

 
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Do you have a tax liability you want to reduce or eliminate? or do you have a unwatned RRSP/RRIF that is 50% taxable on passing of the last spouse?

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Do you want to leave an inheritance to someone without ruining their lives?

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Do you need a financial plan to unite your family & create a legacy?

 
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Do you have earnings trapped in your corporation?

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Are you paying high tax rates on corporately held investments?

 
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Is your organization looking for a more effective way to save on group health benefits? while getting a refund each year for unused claims?

 
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Are you a charity looking for strategies to increase fundraising?

 

About Legacy Financial

 
A holistic financial planning and services firm that helps you build, protect, and leave a legacy that lasts.
Uniquely customized financial solutions and services for business owners, organizations, charities, families and individuals
We help solve and make the most of your finances.
Build a Legacy.  Protect a Legacy.  Leave a Legacy.
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Create Clarity.

Clear financial plans and advice that point you in the right direction.

Make life better.

Implement customized strategies and solutions to make your life better.

Peace of Mind.

Take care of what’s important.  Find purpose for your money.

 Get started now

How Do You Want To Experience The Process?
WORKSHOP
Our facilitator comes and addresses your needs, issues, and goals.

ONLINE/PHONE

Start immediately with
an expert online.
IN PERSON
Experience the process in person with a CERTIFIED FINANCIAL PLANNER®
Have questions?  Request a call or call 416-738-9721

Client Testimonials

“Trevor is one of, if not the most trustworthy persons I know.  He always puts clients and others needs ahead of his own.  He is very competent and a subject matter expert in many areas of finance. I do not see myself as a simple client as I am in the industry and expect a certain level of expertise and service and Trevor surpasses all. Whenever I come across any potential client whom I am unable to assist due to my membership based organization.  I refer them to Trevor without reservation including several members of my family.

Philllip Nelson, CFA®, CFP®

Client Testimonials

“Trevor has a wealth of information when it comes to insurance and wealth building. Quick to respond, and creates a package custom tailored for your needs. Don’t hesitate to contact Trevor.”

Dan Bales-Kogan, CPA®, CA®

Client Testimonials

“I just wanted to say thank you from the very bottom of my heart for helping me with my finances. The amount of stress and anxiety that has been taken away as a result of your help, cannot be measured. I received my credit report today and couldn’t help but cry tears of joy at having great credit. I am debt free and it’s certainly as a result of God placing you in my life. You are a gift and I am grateful that God has blessed me with your presence. Thanks soooooo much!!!”

Sidi Womiloju

Client Testimonials

“I have a legal matter pending that required me to have my tax history done since 1992…I lost a leg in a motorcycle accident in 1992 and the last thing I thought of doing was my taxes for the last 20 years. In a conversation with Trevor I mentioned my problem to him…he smiled at me and gave instructions…which I followed…in 2014 I was current in my taxes for the last 20 years! Trevor is everything and more, he knows how to deal with the CRA…believe me his is worth every penny.”

Michael Rerrie

Client Testimonials

“Trevor is patient, professional, and knowledgeable about investments and how to plan ahead for the future. He helped me find a life insurance plan that suits my needs and make smart investments according to my risk profile. I would highly recommend Trevor as a financial advisor!”

Jackie L.

Client Testimonials

“Just want to say that knowing Trevor as my financial advisor is the best thing that I have ever done, he is very pleasant and helpful. Most of all what I admire about him is how professional he is. He is always willing to help no matter what questions you throw at him he would go out of his way to help. If he does not know he will find out for you, and before the days end you can be sure he will get back in touch with you and let you know what he found out. He is very good at what he does and I have no fear of calling or emailing anytime of day to get his advice on any decision I have to make. Trevor please keep up the good work.”

Irone Fagan

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I recently had the pleasure of working with Trevor, and I cannot recommend his services highly enough. From the very first meeting, it was clear that Trevor embodies the qualities of humility, honesty, and expertise, which are so essential in a financial advisor.

One of the things that stood out most about Trevor was his humility. Despite his extensive knowledge and experience, he's never made me feel inferior or overwhelmed by financial jargon. Instead, he takes the time to listen to my concerns, understand my goals, and explain complex concepts in a way that was easy to grasp. His approach was always collaborative, and he made it clear that my financial well-being was his top priority.

Honesty is another trait that Trevor exemplifies. In a field where it can sometimes be tempting to gloss over risks or push certain products, Trevor was refreshingly transparent. He provided clear, unbiased advice and were upfront about the potential risks and rewards of different strategies. I always felt confident that he had my best interests at heart, and that he was guiding me toward decisions that were truly in my favor.

The advice I received from Trevor was nothing short of excellent. He's helped me create a comprehensive financial plan that addressed both my short-term needs and long-term goals. Whether it was retirement planning, investment strategies, or tax optimization, his recommendations were thoughtful, well-researched, and tailored to my unique situation. Thanks to his guidance, I feel more confident and secure about my financial future.

In summary, Trevor is a rare find in the world of financial advising. His humility, honesty, and exceptional advice make him a trusted partner in navigating the complexities of personal finance. I wholeheartedly recommend his services to anyone seeking a financial advisor who truly cares about their clients' success.
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Well, i chanced up on this business profile while looking for a different company in Google maps and i just want to say, whoever Trevor is, i hope he’s having a good day and earning what he rightly deserves! Never seen 97% of reviews mention a specific employee. Kudos!
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Good morning, Trevor. I got my statements yesterday. I want to thank you. I have been investing since 1995 and my holdings have never grown so much. Far from growing, i lost $100,000 in 2008. Just saying all this to thank you for your vigilance and your wisdom. Have a blessed day. 🎚️
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Trevor delivered exceptional service and demonstrated a high level of professionalism and knowledge throughout the process by carefully reviewing and evaluating my current financial situation to include income, expenses, budgets, assets, liabilities and financial goals. I have a better understanding of my summarized financial activities and subsequently, identified investment opportunities that can help maintain a positive cash flow. I highly recommend Trevor as a financial advisor.

Trevor Chew, CKA®, CFP®, CLU®

President

416-738-9721

trevor@legacy-financial.ca

info@legacy-financial.ca

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Top 5 Financial Advisors in Toronto for Smart Money Management