CONTACT US: 604.353.0934

Legacy Building

PRESERVING YOUR FAMILY'S PROSPERITY.

We understand what it takes for individuals to grow their assets and wealth through hard work and determination. That is why we help build a bridge to financial freedom. We review, coordinate and rationalize the interrelationship between your business and your personal financial matters.

Our experienced business advisors and financial consultants use a personalized, holistic and forward-looking approach, leading to a path that gives you the best chance to reach your goals. We help you implement a plan, monitor your progress, and adjust as necessary.

Our investment experts offer various personal financial planning services to help you maximize and maintain your wealth and build a financially secure future.

  • Financial Statements
  • Corporate Tax Filings
  • Business Advisory
  • Premium Year-end Accounting Package
  • Advanced family tax planning and compensation
  • Tax projection and forecasting
  • Cash flow and financial analysis
  • Investment and Funding specialist.
  • Retirement & Succession Planning
  • Trusts and Estates
  • We provide referrals to professional services we closely work with.