Our Passion...

We believe there is no greater purpose in life than to leave things better than you found them. If everyone did this, day in and day out, what a wonderful Legacy that would be. A person’s Legacy can take many different forms… spending quality time with your family; building a business you can be proud of; or helping a neighbour in need. We believe everyone has the potential to achieve their greater purpose and we work closely with our clients to help them Create and Conserve their Legacy.

Legacy Partners of London:
• Build lasting relationships with clients to better understand the passion behind their unique purpose driven goals.
• Build innovative plans and personalized solutions to assist clients in achieving their goals.
• Provide caring, quality service in a relaxed and friendly environment.
• Demonstrate our values and integrity in everything we do.
• Take pride in helping clients reach their goals and take comfort knowing we’ll be there to help if they stumble.

If you share this passion and agree the best way to reach your goal is to have a plan of action… a Legacy Plan… then give us a call today! Through a free consultation, both you and our team will be able to decide if Legacy Partners of London is a good fit for you.

Our Process...

Just as each piece in a puzzle is important to forming the final picture, everything you do and everything you achieve, forms part of Your Living Legacy. Legacy Planning is an in-depth process that covers the pieces which make up your Legacy picture. Care is taken to input your unique goals and your current progress to identify any concerns as well as opportunities in your plan.

Legacy Partners of London will deliver a personalized, fully documented, financial plan… a Legacy Plan… which will identify the steps necessary to complete your Legacy picture. We work with you and your family to implement your Legacy Plan and stay with you to provide ongoing reviews, education and guidance. Together, we will help you Create & Conserve your Legacy. Let Legacy Partners of London pull together the pieces of your Legacy Plan.

Our Services...

Legacy planning and Wealth management.

Broad range of products from leading financial
companies:

• Investment & retirement plans.
• RRSPs / RRIFs / RESP / TFSA / annuities
• Life & disability insurance
• Mortgages / debt management

Our Team...
Contact them at (519) 518-2025 and the extention below:

ext 22 - Mike Whelan, B.Comm, CLU, CH.F.C.
Chartered Financial Consultant
Mike@LegacyPartners.ca

ext 23 - Ralph Pincombe
Financial Security Advisor
Ralph@LegacyPartners.ca

ext 24 - Steve Quick, B.A, FLMI
Financial Security Advisor
Steve@LegacyPartners.ca

ext 27 - Adam Chapman
Financial Security Advisor
Adam@LegacyPartners.ca

Click here to enter our Web Site: www.LegacyPartners.ca

ext 25 - Maureen Beamish, FLMI
Office Coordinator
Maureen@LegacyPartners.ca

ext 26 - Shannon Grace
Case Coordinator
Shannon@LegacyPartners.ca