Legacies Financial Group
Finance · Canada · 1-10 Employees
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Overview
Headquarters
4538 Kingsway 311, Burnaby, British Colu...Phone Number
(425) 645-9907Website
www.legaciesfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Legacies Financial Group
Legacies Financial Group specializes in providing disciplined investment management and insurance planning services aimed at business owners, individuals, and families. They focus on aligning financial strategies with clients' goals, offering tailored portfolio management that emphasizes risk mitigation and tax efficiency. Their services include comprehensive analysis, strategic asset allocation, and active management to ensure clients achieve their desired financial outcomes. The firm prides itself on transparent communication and collaboration with financial advisors to enhance service offerings and provide robust investment strategies.Explore more
Legacies Financial Group Org Chart
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Legacies Financial Group specializes in providing disciplined investment management and insurance planning services aimed at business owners, individuals, and families. They focus on aligning financial strategies with clients' goals, offering tailored portfolio management that emphasizes risk mitigation and tax efficiency. Their services include co... Read More
