Effective October 1st, 2014
Unit 2-15 Cadillac Ave
Victoria BC V8Z 1T3
Phone: (250) 480-1095
The Legacy Group firmly believes that clients must be given the tools and the time to make the important decisions about their financial future. We believe in long term, trusting relationships with our clients that cannot be rushed. Increasing our client’s peace of mind through the implementation of a well-constructed and carefully considered Lifestyle Plan.
Forecasting into the future is not an exact science; however a documented plan will accomplishes many things which are essential for individuals and their families.
These are a few of the benefits realized from allocating time to discuss those important issues that affect all families in varying capacity. This thought provoking process will take a few focussed hours to complete, but will provided the necessary information needed to produce manageable solutions to those important issues. Our client’s recognized the need to deal with these hard questions, and appreciate the 85 years of combined and acquired experience The Legacy Group brings to the table in helping them make tough, educated decisions, easier.