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VerifiedFinancial Services· Founded 2015

Legacy Wealth Advisors

Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to achieve financial independence. We are focused on providing clients with the knowledge and resources they need to make informed decisions and have a clear path to building their Legacy. We use a customer relationship model which enables us to put our clients first and provide them with experienced financial advice and a personalized strategy to help them achieve their goals. Our Advisors are expected to maintain the highest level of integrity, while maintaining both an ethical and fiduciary responsibility in assisting you in Enriching Your Today, while Securing your Tomorrow.

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HeadquartersBrampton, CanadaEmployees4(11 to 50)Founded year2015Websitelegacywealthcanada.comLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

4

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

8 contacts with verified email or phone · masked until revealed.

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Top roles at Legacy Wealth Advisors

6 distinct titles indexed · top 6 shown.

  • 2co-owner
  • 2president & ceo senior financial planner
  • 1chief operating officer, lwa branch associate, rjfs
  • 1financial advisor
  • 1managing partner
  • 1president & ceo senior financial consultant

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