Holistic Financial plans and advice to help you reach your goals.
Build wealth wisely. Protect from risks and taxes. Leave a legacy that lasts. Get Started NowHolistic Financial plans and advice to help you reach your goals.
Build wealth wisely. Protect from risks and taxes. Leave a legacy that lasts. Get Started NowWhat We Offer
Get Expert Advice
- from a CERTIFIED FINANCIAL PLANNER®, CERTIFIED KINGDOM ADVISOR®, CHARTERED LIFE UNDERWRITER®
Know you are doing it right
- Ongoing support & guidance.
- Find your purpose.
Secure Results
- Peace of mind.
- Make your life better.
About Legacy Financial
A holistic financial planning and services firm that helps you build, protect, and leave a legacy that lasts.
Uniquely customized financial solutions and services for business owners, organizations, charities, families and individuals
We help solve and make the most of your finances.
Build a Legacy. Protect a Legacy. Leave a Legacy.
Do you want money managed in a way that improves your life?
Is it time to review your finances, insurance or investments?
Do you have a tax liability you want to reduce?
Do you have earnings trapped in your corporation?
Are you paying high tax rates on corporately held investments?
Looking for more tax effective ways to invest?
Do you need a financial plan to unite your family & create a legacy?
Are you a charity looking for strategies to increase fundraising?
Is your organization looking for a more effective way to save on group health benefits?
Do you want to leave an inheritance to someone without ruining their lives?
Create Clarity.
Clear financial plans and advice that point you in the right direction.
Make life better.
Implement customized strategies and solutions to make your life better.
Peace of Mind.
Take care of what’s important. Find purpose for your money.
Get started now
How Do You Want To Experience The Process?
Have questions? Request a call or call 416-738-9721
Legacy financial is absolutely fantastic to work with, any questions you have are answered with the most detail. I would 100% recommend legacy financial to anyone out there trying to get their finances in order.
Trevor is a pleasant gentleman who is willing to help others. If you need help or advices on your finances based on biblical principles he is the go to person. My eyes were open how much principles there were in regards to finances based on His teaching.
Trevor may God bless you and may He expand His blessings to you so you could be a blessing to others as well.
Thank you for helping me by giving me advices based on scriptures. May your ministry continue to help and touch people's lives through your gifts and talents
Trevor may God bless you and may He expand His blessings to you so you could be a blessing to others as well.
Thank you for helping me by giving me advices based on scriptures. May your ministry continue to help and touch people's lives through your gifts and talents
My sister and I would highly recommend Trevor Chew at Legacy-Financial to anyone looking for financial planning advice.
Trevor provided us with actionable, uniquely customized advice and resources to help bring us closer to our life goals. Sometimes the topic of finances can be daunting, but Trevor took the time to walk us through a plan that introduced us to new concepts and ways to secure our financial future.
Not only is Trevor great at his job but he is also very friendly, professional and kind.
Thank you Trevor!
Trevor provided us with actionable, uniquely customized advice and resources to help bring us closer to our life goals. Sometimes the topic of finances can be daunting, but Trevor took the time to walk us through a plan that introduced us to new concepts and ways to secure our financial future.
Not only is Trevor great at his job but he is also very friendly, professional and kind.
Thank you Trevor!
We've had a wonderful experience with Trevor from Legacy Financial so far. His in depth advice has been very thorough and insightful. As a couple, we look forward to having the right guidance for our financial future and we are confident Trevor can provide that advice of wisdom as he has done so far.
Trevor Chew, CKA®, CFP®, CLU®
President
416-738-9721
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Please contact us for more information & resources, or simply contact us for Free Consultation.