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Legacy Insurance & Financial Services | A Legacy of Trust

Legacy Insurance Agency Inc. is a Woodbridge, Ontario based insurance and financial services agency, serving clients in Greater Toronto Area.

http://www.legacyoftrust.com/

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CONTACTS AT LEGACYOFTRUST.COM

Legacy Insurance Agency Inc.

Sam Catalano

3 Directo●●●●●●●●●Suite 103

Woo●●●dge , ON, L4L4S5

CA

1.(905)●●●●●●●240 x13
sa●@legacyoftrust.com

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Legacy Insurance Agency Inc.

Sam Catalano

3 Directo●●●●●●●●●Suite 103

Woo●●●dge , ON, L4L4S5

CA

1.(905)●●●●●●●240 x13
sa●@legacyoftrust.com

View this contact

Dannyz Studio

Danny Zovic

618 Ma●●●●●●escent

Mi●●on , ON, L9T5L9

CA

1.41●●●●5117
dz●●●●@dannyz.ca

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Legacy Insurance & Financial Services | A Legacy of Trust | legacyoftrust.com Reviews
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Legacy Insurance Agency Inc. is a Woodbridge, Ontario based insurance and financial services agency, serving clients in Greater Toronto Area.
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1 investment planning
2 investment management
3 life insurance
4 disability insurance
5 estate planning
6 estate management
7 group benefits
8 pension benefits
9 education funding
10 critical illness
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info@legacyoftrust com,services,wealth management,insurance services,special needs services,team,join our team,resources,select page,education funding resp/rdsp,seniors final expenses,critical illness insurance,corporate solutions,group benefits plans
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Legacy Insurance & Financial Services | A Legacy of Trust | legacyoftrust.com Reviews

https://legacyoftrust.com

Legacy Insurance Agency Inc. is a Woodbridge, Ontario based insurance and financial services agency, serving clients in Greater Toronto Area.

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legacyoftrust.com legacyoftrust.com
1

Legacy Insurance and Financial Services: A Legacy of Trust > About

http://legacyoftrust.com/legacy/index.html

As a Managing General Agent (MGA) operation, we're much more than just a place to buy insurance. We have direct access to the head offices of the major firms we represent. The benefit? Quicker and more efficient service for you, including faster turnaround time and knowledgeable answers to your questions and concerns. TEL: Toronto (416) 410-4606, Local (905) 264-2240 FAX: (905) 264-2242. Mutual funds products are offered through Investia Financial Services Inc.

2

Legacy Insurance and Financial Services: Website Disclaimer

http://legacyoftrust.com/disclaimer.html

No Advice and No Warranties. This website is provided as is without any representations or warranties, express or implied. We make no representations or warranties in relation to this website or the information and materials provided on this website. Without prejudice to the generality of the foregoing paragraph, we do not warrant that:. This website will be constantly available, or available at all; or. The information on this website is complete, accurate and/or current. This website is intended for Ca...

3

Legacy Insurance and Financial Services: MFDA Complaint Information

http://legacyoftrust.com/mfdacomplaints.html

MUTUAL FUND DEALERS ASSOCIATION OF CANADA. Client Complaint Information Form. Clients of a mutual fund dealer who are not satisfied with a financial product or service have a right to make a complaint and to seek resolution of the problem. MFDA Member dealers have a responsibility to their clients to ensure that all complaints are dealt with fairly and promptly. If you have a complaint, these are some of the steps you can take:. By completing the on-line complaint form at www.mfda.ca. The MFDA does not o...

4

Legacy Insurance and Financial Services: Site Map

http://legacyoftrust.com/sitemap.html

Privacy Statement and Consent. TEL: Toronto (416) 410-4606, Local (905) 264-2240 FAX: (905) 264-2242. Mutual funds products are offered through Investia Financial Services Inc.

5

Legacy Insurance and Financial Services: A Legacy of Trust > Services

http://legacyoftrust.com/services/index.html

Legacy Insurance and Financial Services offers a wide range of services including investment and tax reduction strategies, estate and retirement planning, group benefits and group retirement savings plans, and deferred profit sharing plans. Legacy Financial Services above all, offers objective, professional advice and personalized service. Our philosophy is to provide clients with the insurance protection, financial and wealth management plans they can rely on for a secure and full lifetime.

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