Life can bring unexpected challenges, and having an emergency fund is like creating a financial safety net for your family. It provides peace of mind, helping you cope with unexpected expenses such as medical emergencies or sudden job loss, without jeopardizing your family's financial well-being. Start building your emergency fund today to create a stronger, more secure future for those who matter most. #EmergencyFund #FinancialPlanning #FinancialLiteracy #WealthBuilding #SmartMoney #FinancialGoals
Life & Legacy Advisory Group
Financial Services
Oakville, ON 99 followers
Live For Today. Plan For Tomorrow.
About us
Discover our commitment to our clients. At Life & Legacy, building wealth, securing your family’s future, giving back, and creating a lasting legacy are not just values, but a way of life. Let us guide you toward a future aligned with what matters most to you. Let us help you... Live for Today, Plan for Tomorrow.™
- Website
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http://www.lifeandlegacy.ca/
External link for Life & Legacy Advisory Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Oakville, ON
- Type
- Partnership
Locations
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Primary
2390 Bristol Circle
Unit 2
Oakville, ON L6H 6M5, CA
Employees at Life & Legacy Advisory Group
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Alan McDonald
Partner, Co-Founder and CEO at Life & Legacy Advisory Group & Aria Benefits ~ CFP • CLU • EPC • CEA | We believe sound financial advice improves…
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Peter Bekker
Principal at Life and Legacy Advisory Group
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Joe C. Ferreira EPC CHS
Partner & Founder at Life & Legacy Advisory Group | We believe sound financial advice improves people's lives.
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Todd Rideout
Financial Advisor & Group Benefits Broker at Life & Legacy Advisory Group Investment Rep Quadrus Investment Services Ltd
Updates
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Consistency is key when it comes to building wealth. With automatic transfers from your checking account to your savings or investment accounts, you can effortlessly grow your nest egg without thinking about it.✨ Why it works: 👉 You pay yourself first—before you get tempted to spend. 👉 It helps you build discipline without even thinking about it. 👉 You’re more likely to stay on track with your financial goals! Take the guesswork out of saving and let automation work its magic! Ready to get started? #FinancialWellness #MoneyManagement #SmartSaving #FinancialGoals #FinancialFreedom #WealthBuilding
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What if you knew that a strategic investment today could yield substantial growth in the future? This is the power of compound interest—where small, consistent actions can lead to significant results over time. The sooner you start, the greater the potential for growth. Let’s discuss how proactive financial planning can set the foundation for achieving your long-term goals. #FinancialPlanning #CompoundInterest #SmartInvesting #FinancialFreedom #WealthManagement #InvestmentStrategy
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Building wealth is about more than making money—it’s about making smart decisions that set you up for success. Here are a few tips to get you started: 💰 Save Early, Save Often—Time is your best friend when it comes to growing your money. 📊 Budget Wisely—Knowing where your money is going is key to staying on track. 🎓 Invest in Yourself—Your skills and knowledge are your most powerful assets. Your future self will thank you for the choices you make today. Every small step adds up! Contact our office today to get the conversation started. #FinancialFreedom #FinancialPlan #InvestInYourself #FinancialLiteracy #FinancialGoals #FinancialAdvisor
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At Life & Legacy Advisory Group, we believe wealth goes beyond numbers in a bank account. It’s about empowering you to live the life you envision, protect what matters most, and create something meaningful for the future. Whether you’re planning for your family, your business, or your retirement, we’re here to guide you through every step. Let’s turn your financial goals into a lasting legacy, built on the values that matter most to you. #FinancialFreedom #LegacyBuilding #WealthManagement #FinancialAdvisor #FinancialPlanning #FinancialSuccess
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Instead of jumping in and out of the latest market trends, think long-term! A well-balanced, diversified portfolio can provide the stability you need for sustainable growth. Want to chat about how long-term planning can boost your financial future? Let’s connect! #LongTermInvesting #FinancialPlanning #InvestmentTips #FinancialLiteracy #WealthManagement #InvestmentStrategy
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As a business owner, understanding the different types of insurance may help protect your business from unexpected risks: 🔒 Life insurance can help protect your business and get more out of your company's assets. 🔒 Disability and critical illness insurance are important if you, your business partner(s) or one of your key employees experiences an injury or serious illness. Protecting your company is more than just day-to-day operations—it’s about having the right insurance coverage to safeguard your future. Reach out to us today to explore your options! #SmallBusiness #InsuranceCoverage #BusinessOwner #FinancialPlanning #AssetProtection #LifeInsurance
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A healthy mind is one of your greatest riches. Today is World Mental Health Day, serving as a reminder to celebrate our commitment to wellness while prioritizing self-care and taking time to nourish our body, mind and spirit. Staying healthy is also crucial to reaching your full financial potential. Always remember your most valuable asset is YOU so make sure you nurture your health and happiness. #WorldMentalHealthDay #FinancialWellness #HealthyMindset #FinancialHealth
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You might think life insurance is just for families but, if you're young and single, having the right insurance, from life to disability coverage, is crucial. The younger and healthier you are, the lower your premiums, allowing you to lock in an affordable rate for the future. It’s not just about protecting yourself; it's about securing financial stability for your loved ones and protecting your most valuable asset...YOU! Let’s talk about how life insurance can be a smart, cost-effective way to safeguard your future. It’s never too early to plan ahead! #WealthProtection #LifeInsurance #DisabilityCoverage #FinancialPlanning #FinancialAdvsior