LF
Legacy Financial
Impulsando su futuro financiero con orientación personalizada basada en la fe y una planificación experta.
5
Business
$$$
Impulsando su futuro financiero con orientación personalizada basada en la fe y una planificación experta.
Legacy Financial es una firma de asesoría financiera de confianza en Toronto, que ofrece planificación financiera integral y servicios de seguros. Dirigida por Trevor, la firma ofrece consultas personalizadas y atentas enfocadas en la educación del cliente y en metas a largo plazo. Conocida por su integridad y por un enfoque basado en la fe, Legacy Financial ayuda a individuos y familias a asegurar su bienestar financiero con asesoramiento claro y compasivo.
No hay fotos disponibles
Evaluación integral y estrategias personalizadas para la jubilación, el ahorro y metas de inversión con orientación clara y paciente.
Asesoría experta y opciones de pólizas de seguro de vida para proteger el futuro financiero suyo y de su familia.
Recomendaciones perspicaces sobre inversiones alineadas con su tolerancia al riesgo y sus objetivos a largo plazo.
Planificación financiera basada en valores cristianos, ofreciendo integridad y compasión en la gestión del dinero.
Estrategias para salvaguardar el bienestar de su familia mediante seguros y planificación patrimonial.
Calificación general
Raji Mustapha
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
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
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
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
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!
Reclama Legacy Financial para actualizar la información, responder reseñas y acceder a las estadísticas.
