Since 2003, LifeLegacy a division of LifeLegacy Wealth Management Inc. has proudly served families across Central Alberta with innovative, client-centered wealth management solutions. We specialize in helping farmers, business owners, and professionals achieve their business, lifestyle, and legacy goals through personalized, fully integrated planning.
At LifeLegacy, we believe in building trusted, long-term relationships with our clients and their families. By deeply understanding your goals, family dynamics, and business realities, we provide tailored financial strategies that empower you to make informed decisions in your best interest.
Our fee-for-service model offers advanced, comprehensive planning, including:
-Corporate, trust, and personal financial planning.
-Farm and business succession planning.
-Retirement and estate planning.
-Legacy preservation.
Our collaborative approach ensures seamless integration with your existing team of advisors—accountants, lawyers, tax specialists, lenders, insurance experts, and portfolio managers—ensuring all aspects of your wealth are expertly aligned.
LifeLegacy's Mission is to provide innovative wealth management solutions
to help our clients and their families achieve their business, lifestyle and legacy goals.
Ready to achieve your business, lifestyle, and legacy goals? Connect with us today.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 536 Laura Ave, 205,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.lifelegacywealth.com
- Keywords
- Wealth Management, Business and Farm Succession Planning, Tax Planning, Retirement Planning, Insurance & Living Benefits, Estate Planning and Preservation, Investment Planning, Education Planning, Fee for Service, Financial Planning, Lifestyle Planning, Family Enterprise.
- HQ
- Red Deer County, Alberta
- Competitors
- LiveBy Wealth Management Inc., Enlightened Wealth Management, Forbes Wealth Management Ltd., Big Country Drilling, L'Association des radios communautaires de l'Ouest et des Territoires, Genesis Wealth Management Corp., Lifequity Wealth Management, PULLEM WEALTH MANAGEMENT, Charter Wealth Management Inc, Starratt Wealth Management.
Lifelegacy Wealth Management Inc. (Lifelegacy) Questions
Lifelegacy Wealth Management Inc. (Lifelegacy)'s website is http://www.lifelegacywealth.com
Lifelegacy Wealth Management Inc. (Lifelegacy)'s LinkedIn profile is https://ca.linkedin.com/company/lifelegacywealth
Lifelegacy Wealth Management Inc. (Lifelegacy) has
2 employees.
View email and phone details for 2
employees at Lifelegacy Wealth Management Inc. (Lifelegacy).
Lifelegacy Wealth Management Inc. (Lifelegacy)'s industry is
Financial Services
Lifelegacy Wealth Management Inc. (Lifelegacy)'s top competitors are
Liveby Wealth Management Inc.,
Enlightened Wealth Management,
Forbes Wealth Management Ltd.,
Big Country Drilling,
L'association Des Radios Communautaires De L'ouest Et Des Territoires,
Genesis Wealth Management Corp.,
Lifequity Wealth Management,
Pullem Wealth Management,
Charter Wealth Management Inc,
Starratt Wealth Management.
Lifelegacy Wealth Management Inc. (Lifelegacy)'s categories are Financial Services
Lifelegacy Wealth Management Inc. (Lifelegacy)'s founding year is 2003
