Testimonials

Over the years we have received many compliments from our clients, who have also introduced our firm to friends, family or business colleagues. We very much appreciate these personal referrals and assure that they are treated with the same confidence and care.

My firm and I have worked with Rob Pesti and the team at the Legacy Group for over 10 years. During that time they have worked with several of our clients and in each circumstance Rob has proven himself to be a competent and conservative retirement and estate planner. My experience and involvement with Rob shows he understands the needs of his clients both from a technical perspective and most importantly from a personal perspective. He has a strong understanding of taxation issues as they relate to retirement income and estate planning problems. The most important traits that I think Rob typifies are trust and integrity. He always puts the needs of his clients first. These are the reasons why we would not hesitate to recommend the Rob and the Legacy Group for retirement and estate planning needs.

Nigel Stark – Stark & Company
Accountant

 

I wanted to take this opportunity to express my deep appreciation and thanks for the way in which Rob and Dennis (retired partner) have managed my family’s financial resources over the past 24 years. Now that both Heather and I have retired, we understand more than ever how important you both have been to ensuring our present financial well-being.

Your skill in selecting a mix of financial and insurance products over the years has not only increased our wealth through steady growth and the provision of income as we need it, but has also taken the maximum advantage of the tax system to benefit us and eventually our heirs. The Legacy Group also played a major role in helping my company to make sound and cost-effective decisions around issues of employee benefits and pensions and we have always felt well-served in that regard.

Nothing is more important than trust and you have earned ours through your integrity, professionalism and constant attention to our portfolio to ensure it continues to match our changing needs. You have always been there when we needed you and your sagacious tracking of Canadian and global economic trends has enabled us to adapt to changing markets to protect our core assets.

Thank you for being such an important part of our lives. To those of you who might be looking for a productive and trustworthy long-term relationship with a financial professional, I strongly recommend you give serious consideration to the Legacy Group.

Brian A. Pollick
Victoria, BC
Retired Business Person

 

In 2005 we were introduced to Rob Pesti at the Legacy Group. We were contemplating selling our business and maybe retiring so it was important to fine someone we could trust and meet our needs. My wife and I felt very comfortable talking to Rob and felt that he could offer the type of service we wanted.

Since that time we have sold our business and retired, Legacy Group have played a big part in giving us the comfort level we so desired in our retirement, we have found them to be both professional and friendly in all of our dealings with them.

A phone call is all it takes to get the answers we want, I can’t say enough about the level of service we get, and would certainly recommend them to anyone looking for a Trustworthy and Friendly Financial Advisor.

Sincerely
Trevor and Geraldine Hallam
Retired Business Persons

 

 

 

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I used to have a dog named TAX , whenever I opened the door, Income TAX .


Just a reminder…it’s that time of year!!!!! Purchasing RRSP’s closes the door on this doggone tax problem.

Cadillac Ave Office

Effective October 1st, 2014
Unit 2-15 Cadillac Ave
Victoria BC V8Z 1T3
Phone: (250) 480-1095

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