Our Blog

Brexit

June 27th, second stock trading day after the Brexit vote!! As we are all now aware, the Brexit vote took most people by surprise, including a large majority of professional investors. It was widely assumed that the “remain” vote would win out. As a result, the Dow Jones and Canadian stock exchanges were all advancing […]

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Budget Change 2015 Simplified RRIF/ TFSA Rules

The 2015 budget introduced some minor changes to the RRIF minimum payments (amount that is required by law to be withdrawn in a given year) and the TFSA deposit amounts. This is a simplified summary of what those changes are and some thoughts regarding what you may need/want to do regarding your personal planning. What’s […]

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Legacy Group Economic Update June 2015

After close to 30 years in the Financial and Insurance Field, I have witnessed (and survived) many different economic events. Over this time period, I could summarize a few observations that I feel are quite consistent and, hopefully, relevant. In a nutshell, it comes down to: A: Economic and world changes are inevitable; get used […]

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Legacy Group New Saanich Location

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

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TFSA Basics

We are currently in the 6th year since the new Tax Free Savings Accounts (TFSA’s) originated. Since that time, we have seen some errors made and have fielded certain questions pertaining to this new tax concept. The following is intended to give a better understanding of how TFSA’s work and what are some mistakes that  […]

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Coby Bucci from NEI Investments

The Legacy Group wishes to thank Coby Bucci from NEI Investments who, earlier this month, provided us with an interesting luncheon seminar talking about ‘socially responsible investing’.  For those who were unable to attend but would like to learn more about this ethically focused way of investing, the link below will take you directly to […]

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“What you own…Why you own it”, VPI reviews McDonald’s

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The Legacy Group as a supporter of VPI would like to share this video…

Year in Review –  Canadian Balanced Pool

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CESTNICK – TAX MATTERS

When the insurance agent calls, here are eight reasons to listen I realize that insurance agents get a bad rap. There are few people on the face of the Earth who can be more persistent than an insurance adviser. I often tell the story of the time I met with my own adviser who was […]

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New Year brings us into a busy financial season

Dear Clients, The new year brings us into a busy financial season. We want to provide you with some basic information concerning the spring deadlines and some tips for making organization your finances a little easier. This year, the RRSP contribution deadline is March 1st, 2013. Reminder: any contributions made between January 1st and March […]

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finacial planning

Let Robert Pesti show you how the Legacy Lifestyle Program can work for you.
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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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