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| “People don't care how much you know, until they know how much you care.” |
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Caring Service and Community Involvement At Legacy Partners of London we are proud of our quality caring service which clients witness everyday. However, we are also proud of our community volunteer work. This work is an important piece of our passion for leaving things better than we found them. In addition to involvement in Schools, Churches and local Charities, below are a few of the recent projects our team has participated in. (Click on each link for more details) |
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Dorothy Solomon - Metro Inc. La de dah! Make money, spend money. No big deal. That was my carefree attitude until my mid 20’s. Marriage, home ownership, children and their post secondary education all took bites of our income. My husband took care of money matters. Lack of planning on both our parts led us to usual financial concerns. I’ve been on my own now for six years and have learned a great deal about healthy financial management. Yet, I was at the point again where family circumstances led me to spending more than what was coming in. A note from Mike
Whelan, Legacy Partners, invited me to just listen to what services they
had to offer. What a major relief; and here’s the key, Mike took time
to get to know about my circumstances and where my current financial and
life goals were heading. Believe me I had trouble seeing past one pay
cheque at a time. Mike talked my language. He had a quick grasp of the
concerns I was sharing. My feeling of helplessness soon let up as Mike
explained how Legacy Partners would “partner” with me and help me reach
debt freedom, set smart goals for now and long term. After two months
of some meetings and phone calls I am feeling quite confident that not
only are the goals being reached but the flexibility of the plan is something
that really gives me hope of a bright fairly secure future. Thanks Mike
and Legacy Partners, I have truly found trusted friends who will stay for
the long haul. |
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| Anthony and Sharon Colvin - Anthony's POS Dear Tim, Just thought we would drop you a note on how much we appreciate the service you are providing for us. You have been handling our life insurance and benefits for a number of years, but just last year we transferred our investments portfolio to your control. The main reason for
this was we felt comfortable with you handling everything, as you are
prompt at getting back to our inquiries and we really like the fact that
we can check the status of our portfolio anytime of the day or night through
your website (which was not previously available to us with our last financial
broker). Again thanks and
we look forward to dealing with you for a long time into the future. |
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James Heidema - Professional Sales Plus Tim, after being a representative, then manager with London Life for 11 years, when I left to start my own company in September of 1998, you were the logical choice as my financial security advisor. You impressed me while I was with your company and continue to do so since my departure. Not only do you take care of Bonnie and my needs, you also take care of my two son's needs. Tim, trust is important to us, and you have my complete confidence that my needs are met when we deal with you. I would gladly and warmly recommend you to others who want timely, specific and professional guidance. If your future clients want to know who is one of the best financial professionals in London, then have them call me (268-1919), and I'll tell them about you. Warm regards, James
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“Each of us builds our own Legacy one day at a time, through the people
we love,
the work we do and involvement in our community.” |