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Financial Advisors · Scarborough, Ontario

Legacy Financial

Legacy Financial is a Toronto-area financial planning firm led by a Certified Financial Planner and Chartered Life Underwriter with more than two decades in financial services. It provides holistic financial plans, wealth-building strategies, insurance consulting, risk management, legacy and charitable gift planning, and tax planning, with ongoing support for individuals and families.

Verified September 2026Unclaimed listingTravels to customersListed since 2026
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416-738-9721legacy-financial.ca

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Category
Financial Advisors
Serving
Scarborough, Ontario
Listing
Unclaimed
Verified
September 2026
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About Legacy Financial

Legacy Financial is a Toronto-area financial planning firm led by a Certified Financial Planner and Chartered Life Underwriter with more than two decades in financial services. It provides holistic financial plans, wealth-building strategies, insurance consulting, risk management, legacy and charitable gift planning, and tax planning, with ongoing support for individuals and families.

What they do

  • finance
  • wealth
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