Holistic Financial plans and advice to help you reach your goals.
Build wealth wisely. Protect from risks and taxes. Leave a legacy that lasts. Get Started NowWhat We Offer
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.
Secure Results
- Peace of mind.
- Make your life better.
When is the last time you reviewed your finances, insurance or investments by a Certified professional?
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?
Do you want to leave an inheritance to someone without ruining their lives?
Do you need a financial plan to unite your family & create a legacy?
Do you have earnings trapped in your corporation?
Are you paying high tax rates on corporately held investments?
Is your organization looking for a more effective way to save on group health benefits? while getting a refund each year for unused claims?
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.
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?
Have questions? Request a call or call 416-738-9721
Before consulting with Trevor at Legacy Financial, I was honestly overwhelmed and a bit lost with where to start. After Legacy Financial, all those worried were gone and I've started feeling more confident with managing my debts and moving forward. Thanks Trevor for how genuine and easygoing you are. It goes a long way!
Trevor is a warm, calm, patient and kind person.
Trevor have information on everything and gladly passed them on.
His knowledge about finances is awesome. Trevor is a professional who advice on everyday stuff from A to Z.
I got advice on cleanse for kids, auto insurance, what the Bible says about money and more. Trevor is very knowledgeable and is dedicated to helping his clients make smart/ wise investments and choices to have a good balance. I left his office with a better understanding of my finances.
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Trevor have information on everything and gladly passed them on.
His knowledge about finances is awesome. Trevor is a professional who advice on everyday stuff from A to Z.
I got advice on cleanse for kids, auto insurance, what the Bible says about money and more. Trevor is very knowledgeable and is dedicated to helping his clients make smart/ wise investments and choices to have a good balance. I left his office with a better understanding of my finances.
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My experience with Trevor has been nothing but outstanding. He is incredibly thorough and takes the time to help you understand all the details. His knowledge and expertise has helped me make the best decisions for my family and myself. I would highly recommend him.
Trevor was patient, informative, clear, and kind. He followed through on what he said he would do. I'm grateful!
Trevor Chew, CKA®, CFP®, CLU®
President
416-738-9721
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