ABOUT us

Thank you for considering Legacy Capital Group as your partner in Building Generational Wealth. We are a Wealth Management Firm, here to find you the best in Insurance, Investment and Mortgage options for your personal and Business needs.

 

As an Insurance Broker, we have access to multiple carriers and can provide you with the most competitive premiums in the marketplace. We have helped many families protect their families with Life Insurance, replace their bank Mortgage Insurance as well as protect them in case of a Disability. Along with our Critical Illness program that can return premiums if not used, we also have an Insurance solution for individuals who would otherwise be declined for coverage.

For your child’s education we offer Education Savings Plans that will give an additional bonus of up to 15% on top of the government’s CESG. Take a look at our TFSA, RRSP or our Annuity programs which will allow you to manage your risks, but still participate in the markets through the use of Segregated or Mutual funds.

We also offer Health & Dental Benefits for groups of any size and can also provide Disability, Health and Dental even if you are self-employed or have been declined in the past. 

If you are looking for a Residential or Commercial mortgage please contact Legacy Centum, www.centum.ca/jburke ,our Mortgage Brokerage is available to provide you with market competitive rates. As a broker we are able to create an environment where several lenders actively compete for your business. 

 

Our clients are families and businesses who seek better financial understanding, effective tax and investment strategies, and who desire to leave a legacy of wealth to the next generation. 

 

Call us today to find out how we can partner with you to 'build generational wealth'.

OUR Mission

We seek to;


EDUCATE our clients to increase Financial Literacy
 
EQUIP our clients with Exceptional Products and Services
 
EMPOWER our clients with sound Financial Planning
 
EXECUTE our services and systems with Excellence

 

 

BUILDING WEALTH Philosophy

At Legacy Capital, we believe that our Investment Philosophy forms the basis of advice we share with our clients.  Relying on a proven approach to investment success, we teach it is important to; 

 

Use Insurance to Manage and Mitigate all exposure to Risk

 

Manage Cash Flow - Become Debt Free, pay off all credit cards and get Mortgage Free faster

 

Save – Create an Emergency Fund, Maximize contributions to your RRSP, RESP & TFSA

 

Minimize Taxes paid through a variety of strategies i.e. Income Splitting

 

Invest - in a Non-registered plan / consider Responsible Leveraging

 

Legacy – Transfer assets through a tax efficient and effective plan