LWP Legacy Wealth Planning

The right financial guidance from Legacy Wealth Planning can do more than help you achieve today’s goals. Legacy Wealth Planning opens up a world of possibilities, providing expertise in wealth strategies to guide you toward your most fulfilling future.

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Find Confidence
Feel Prepared
Experience Less Worry
Helping you achieve your dreams

Legacy Wealth Planning is Trusted

Earn more on what you save.

We are a single trusted source for proactive and comprehensive financial planning for our clients, providing value by helping them build, preserve and transfer wealth, thus improving their lives today and tomorrow

About US

WHY Legacy Wealth Planning?

Because we care about your story, your values, and your success

Feel Prepared
Retirement Planning
Insurance Planning*
Investment Tax planning
TFSAs
LIRA
RRSP
Alternative Investments

Live more today and tomorrow

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OUR CORE VALUES

What’s Important to Us at Legacy Wealth Planning

Honesty
Loyalty
Transparency
Authenticity

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