Legacy Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

6-7222 Clayton Walk, London, Ontario, N6...

Phone Number

(519) 652-8484

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Wealth Management

Legacy Wealth Management is a financial advisory firm located in London, Ontario, specializing in personalized financial planning, investment advice, and retirement strategies. They cater to individuals, families, and businesses, focusing on key areas such as estate planning, tax planning, and portfolio analysis. The firm aims to empower clients by tailoring services to meet their unique financial goals and needs. With a commitment to guiding clients through their financial journeys, Legacy Wealth Management provides expert solutions for various life stages and financial situations.Explore more
Popular SearchesLegacy Wealth Management IncLegacy Wealth ManagementInvestia Financial Services IncLegacy Wealth Mangement IncSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Management Org Chart

PhoneEmail
LH
Canada flag for contact location.

Office Administrator

PhoneEmail
BS
Canada flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

<$5M
1-10
Private
-
-
LH
Lynette HattOffice Administrator
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
PP
Perry PappasFinancial Advisor
<$5M
1-10
Private
-
-
SC
Stephanie CzachorPresident, Stonehedge Financial Planning Corporate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1995
JL
Jane LoomisLicensed & Client Services Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Wealth Management.

Legacy Wealth Management Tech Stack

A closer look at the technologies used by Legacy Wealth Management

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Frequently Asked Questions Regarding Legacy Wealth Management

What is Legacy Wealth Management's official website?
Legacy Wealth Management's official website is www.legacywealthmgt.com
What is Legacy Wealth Management's Revenue?
Legacy Wealth Management's revenue is <$5 Million
What is Legacy Wealth Management's SIC code?
Legacy Wealth Management's SIC: 62,628
What is Legacy Wealth Management's NAICS code?
Legacy Wealth Management's NAICS: 52,523
How many employees does Legacy Wealth Management have?
Legacy Wealth Management has 1-10 employees
What industry does Legacy Wealth Management belong to?
Legacy Wealth Management is in the industry of: Finance, Securities Trading
What is Legacy Wealth Management competition?
Legacy Wealth Management top competitors include: Safe Harbour Wealth Management, AdvisorNet, Forward Vision Financial Group, AdvisorNet
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (519) 652-8484 Website: www.legacywealthmgt.com
What does Legacy Wealth Management do?

Legacy Wealth Management is a financial advisory firm located in London, Ontario, specializing in personalized financial planning, investment advice, and retirement strategies. They cater to individuals, families, and businesses, focusing on key areas such as estate planning, tax planning, and portfolio analysis. The firm aims to empower clients by... tailoring services to meet their unique financial goals and needs. With a commitment to guiding clients through their financial journeys, Legacy Wealth Management provides expert solutions for various life stages and financial situations.Read More

Is Legacy Wealth Management a public company?
Legacy Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Legacy Wealth Management

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