Personalized support
Legatum Wealth Advisors goal is to become your PRIMARY trusted Team of Investment Professionals. We want to help you for most, if not all your financial decisions. This includes and is not limited to Investments, Estate Planning, Insurance* and Inter-generational Wealth Rollover (transition and succession planning). Through National Bank Financial, National Bank of Canada, and their subsidiaries, we also have access to a complete line of products and a team of professionals to offer you all the services you need including Mortgages, Banking and through our external partners, Will and Tax Planning.
We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs. Our philosophy incorporates a consultative approach to include Comprehensive Planning as a way of doing business, for accounts of all sizes.
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
