Jonathan Legate Email & Phone Number

A certified Financial Security Advisor and Investment Representative, I serve as a valuable resource to my clients in two distinct ways. First I act as a financial general practitioner, assessing your overall financial wellbeing and working on a plan for the future. Often this can include referrals to specialists in other fields. Secondly I act as a coach. Once we have decided on your goals for your future and made a plan to achieve them, it can sometimes become difficult to stay the course in the face of adversity. Should this happen, I am here to remind you that we have planned for eventualities, that these are your long term goals, and that I am there to help you through the difficult times until you get back on track.Although I am comfortable working in all fields of finance, I have found particular success and enjoyment in two fields.1) A devoted family man, I am deeply passionate about helping others to protect their families today while still providing for themselves in the future.2) As a businessman, I take great enjoyment in working with other self-employed individuals and business owners to maximize their ability to protect their business today and grow toward the future.

Listed skills include Retirement Planning, Life Insurance, Disability Insurance, Critical Illness Insurance, and 12 others.

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  Trent University

  Mathematics