Heera Singh
President & CEO Senior Financial Planner at Legacy Wealth Advisors
Based in Canada
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Seniority
C-Team
Department
Other
Location
Canada
Industry
Financial Services
Company size
4
Contact information
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h•••••••@legacywealthcanada.com
Phone
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Background
About Heera Singh
Taking Care of Those Who Take Care of Us' is my focus. I am Fee-For-Service Senior Financial Advisor & Certified Financial Planner® Professional, specializing in working with Medical & Health Care Professionals and High Net Worth Clients. As someone who's had significant health challenges, I can truly appreciate the value Medical & Healthcare professionals bring to society. I use specific strategies and programs for both Medical Students & Practicing Medical Professionals. Specialties and areas of focus include- Tax Minimization Strategies - Retirement Planning - Investment Planning & Private Wealth Management - Estate Planning - Debt Elimination Strategies & Planning - Insurance & Risk Management - Corporate Asset & Estate Planning I work diligently to provide my clients with the knowledge and resources they need to make informed decisions and have a clear path to building their Legacy. I use a client relationship model which enables me to put my clients first and provide them with experienced financial advice and a personalized strategy to help them achieve their goals. Enriching Your Today. Securing Your Tomorrow.™
Decision-makers
Other people at Legacy Wealth Advisors
- HSC-Team
Heera Singh
President & CEO Senior Financial Planner · Other
- CEC-Team
Craig Ediger
Chief Operating Officer, Lwa Branch Associate, Rjfs · Other
- JGC-Team
Jay Gilston
Managing Partner · General Business & Management
- GCC-Team
Greg Carrico
Co-founder and President · General Business & Management
- TRC-Team
Taylor Robson
Co-owner · General Business & Management
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