Strength for Today. Stability for Tomorrow. Legacy Forever.
Welcome to Legacy Wealth Advisory, where we serve as your trusted partners for estate planning, succession planning, and wealth protection in the Greater Toronto Area. We are the innovators, architects of fortune, and legacy curators.
Our Pillars of Expertise
We specialize in three core areas that form the foundation of comprehensive wealth management and legacy planning for discerning clients.
Estate Planning
Comprehensive estate planning strategies to protect your wealth and ensure your legacy is preserved for future generations.
- Will and testament drafting
- Trust establishment
- Tax optimization strategies
- Beneficiary planning
Succession Planning
Strategic business succession planning to ensure seamless transitions and protect your business legacy.
- Business valuation assessment
- Transition strategy development
- Family governance structures
- Exit planning optimization
Wealth Protection
Comprehensive wealth protection strategies to safeguard your assets from potential risks and uncertainties.
- Asset protection strategies
- Insurance optimization
- Risk management planning
- Liability mitigation
Ready to discuss your unique financial situation?
Schedule a ConsultationOur Proven Process
We follow a systematic three-step approach to ensure your wealth management and legacy planning objectives are met with precision and care.
Discover
Understanding Your Vision
We begin by deeply understanding your unique financial situation, family dynamics, and long-term objectives through comprehensive discovery sessions.
- Comprehensive financial assessment
- Family dynamics and goals analysis
- Risk tolerance evaluation
- Current strategy review
Design
Crafting Your Strategy
Based on our discoveries, we design a customized wealth management and legacy planning strategy tailored specifically to your needs and objectives.
- Customized strategy development
- Product and solution selection
- Tax optimization planning
- Implementation roadmap creation
Protect
Securing Your Legacy
We implement and monitor your personalized strategy, ensuring your wealth is protected and your legacy is preserved for future generations.
- Strategy implementation
- Ongoing monitoring and adjustments
- Regular review meetings
- Legacy preservation assurance
Discover
Understanding Your Vision
We begin by deeply understanding your unique financial situation, family dynamics, and long-term objectives through comprehensive discovery sessions.
- Comprehensive financial assessment
- Family dynamics and goals analysis
- Risk tolerance evaluation
- Current strategy review
Design
Crafting Your Strategy
Based on our discoveries, we design a customized wealth management and legacy planning strategy tailored specifically to your needs and objectives.
- Customized strategy development
- Product and solution selection
- Tax optimization planning
- Implementation roadmap creation
Protect
Securing Your Legacy
We implement and monitor your personalized strategy, ensuring your wealth is protected and your legacy is preserved for future generations.
- Strategy implementation
- Ongoing monitoring and adjustments
- Regular review meetings
- Legacy preservation assurance
Ready to Begin Your Journey?
Let's schedule a discovery session to understand your unique situation and start crafting a personalized strategy for your financial future.
What Our Clients Say
Don't just take our word for it. Here's what our clients have to say about their experience working with Legacy Wealth Advisory.
"Damian guided us through a complex succession plan that preserved our family business while minimizing tax implications. His expertise and attention to detail gave us complete confidence in our decisions."