Legacy Financial

Name: Legacy Financial
Address: 287 Port Union Road, Toronto, ON, M1C 2L3, CA
Telephone: (416) 738-9721
Price range: $$$
Rating: 5

Empowering your financial future with personalized, faith-based guidance and expert planning.

5(5 reviews)

financial-advising

$$$

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About

Legacy Financial is a trusted financial advisory firm in Toronto, offering comprehensive financial planning and insurance services. Led by Trevor, the firm provides personalized, patient consultations focused on client education and long-term goals. Known for integrity and a faith-based approach, Legacy Financial helps individuals and families secure their financial well-being with clear, compassionate advice.

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Location

287 Port Union Rd, Toronto, ON M1C 2L3, Canada

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Information

287 Port Union Road

Toronto, ON, M1C 2L3

(416) 738-9721 www.legacy-financial.ca/

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Services

Personal Financial Planning

Comprehensive assessment and tailored strategies for retirement, savings, and investment goals with clear, patient guidance.

Life Insurance Solutions

Expert advice and options for life insurance policies to protect you and your family's financial future.

Investment Guidance

Insightful recommendations on investments aligned with your risk tolerance and long-term objectives.

Faith-Based Financial Advice

Financial planning rooted in Christian values, offering integrity and compassion in money management.

Family Financial Protection

Strategies to safeguard your family's well-being through insurance and estate planning.

5.00 · 5 reviews

Overall rating

Raji Mustapha

via Google

· 8 months ago

Trevor has been a excellent advisor, always looking for me and my family best interest. He gives us the best option for our future financial goals without compromising our immediate financial goal. He is well knowledgeable and always provide options to meet our goals.

Michaela D

via Google

· 8 months ago

Trevor is a great financial advisor that really wants to explain your options to you when it comes to financial planning. He is very easy to talk to and is a genuine person. He doesn't pressure you into anything and wants to make sure that you understand.

mike reade

via Google

· 1 year ago

I've spoken with Trevor multiple times now and I can't speak highly enough of him. He helped me explore my personal financial options with genuine care and patience. He is extremely knowledgable and easy to talk to. He not only understands financial intricacies and how to explain them but he also has wisdom in multiple other subjects that I found rare to come by. He was entirely professional and overall a very likable guy. Anyone seeking assistance in his advertised areas would be lucky to get in touch with Trevor.

Simply Serene

via Google

· 1 year ago

I had a truly positive experience working with Trevor and I highly recommend them to anyone looking for faith-based financial guidance. From the very beginning, He took the time to carefully listen to my questions and concerns, and he provided clear, insightful answers rooted in both financial wisdom and Christian values. What stood out most was the encouraging and uplifting feedback I received about my current financial situation. Rather than focusing on shortcomings, he gave me practical, Christ-centered steps to continue moving forward. It was incredibly reassuring to work with someone who not only understands money management but also approaches it with integrity, compassion, and biblical principles. If you're looking for a financial advisor who is knowledgeable, patient, and genuinely cares about your spiritual and financial well-being, Trevor C is an excellent choice.

Luca Quintieri

via Google

· 1 year ago

Trevor is extremely knowledgeable and trustworthy. I have been working with Trevor for a few years now and have referred many clients to him who needed life insurance or financial advice. He has honestly gone above and beyond to help them every single time ensuring that they along with their families are protected for life. Thank you, Trevor!