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®

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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 an unwanted RRSP/RRIF that is 50% taxable on the 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

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A holistic financial planning and services firm that helps you build, protect, and leave a legacy that lasts.

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Uniquely customized financial solutions and services for business owners, organizations, charities, families and individuals

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We help solve and make the most of your finances.

Build a Legacy. Protect a Legacy. Leave a Legacy.

Get Started Now

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Create Clarity.

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

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Make life better.

Implement customized strategies and solutions to make your life better.

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Peace of Mind.

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

Get started now

Learn More

How Do You Want To Experience The Process?

WORKSHOP

Our facilitator comes and addresses your needs, issues, and goals.

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ONLINE/PHONE

Start immediately with
an expert online.

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IN PERSON

Experience the process in person with a CERTIFIED FINANCIAL PLANNER®

Book Appointment

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

Reviews

Write a Review

Jesse Fernandez 21 hours ago

Trevor was patient with me, gave good financial advice, and recommended me a ton of resources to help me fight financial struggles. I highly recommend him!

Saro Bahadur 2 weeks ago

I’ve had a really great experience with Legacy Financial. Trevor helped me find the right credit card and mortgage, gave me good advice on investments, and has shown me different ways to save money. He’s always helpful, easy to talk to, and takes the time to explain things. I really appreciate his guidance and would definitely recommend him!

Y S 2 months ago

Trevor is very patient, explaining things that I don’t understand regarding investment. I sincerely appreciate it.

Amaka Onwuliri 3 months ago

Trevor is the real deal. You come in anxious about money wondering if you’re doing enough or sinking and leave knowing that there is so much possibility! Thank you Trevor!!

Trevor Chew, CKA®, CFP®, CLU®

President

416-738-9721

trevor@legacy-financial.ca

info@legacy-financial.ca

Click here to learn more about working with a CHARTERED LIFE UNDERWRITER®

Click here to learn more about working with a CERTIFIED FINANCIAL PLANNER®

Click here to learn more about working with a CERTIFIED KINGDOM ADVISOR®

Get Started Today!

Please contact us for more information & resources, or simply contact us for Free Consultation.

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Top 6 Financial Advisors in Toronto for Smart Money Management