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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Disclaimer

LWP Legacy Wealth Planning 2022®
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
* Insurance products and services are offered through LWP Legacy Wealth Planning Ltd., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.