Your Financial Future, Thoughtfully Planned
Expert guidance in retirement planning, estate planning, and wealth management. Building legacies for Canadian families for nearly four decades.
How Can We Help You?
Comprehensive financial planning solutions designed to protect what matters most and grow your wealth with confidence.
Retirement Planning
Build a comprehensive retirement strategy that ensures financial security and peace of mind for your golden years.
Estate Planning
Protect your legacy and ensure your wealth is transferred according to your wishes with strategic estate solutions.
Wealth Management
Grow and protect your assets with personalized investment strategies tailored to your unique financial goals.
Insurance Solutions
Safeguard your family and assets with the right coverage — life, disability, critical illness, and more.
Education Savings
Plan for your children's future with RESP strategies that maximize government grants and tax-free growth.
Tax Planning
Minimize your tax burden with proactive planning strategies that keep more of your hard-earned money working for you.
Building Financial Legacies Since 1986
For nearly four decades, Legend Financial Services has been a trusted partner to Canadian families navigating the complexities of financial planning. Our client-first philosophy means every plan we create is tailored to your unique goals, values, and circumstances.
We believe that true financial confidence comes from having a clear, comprehensive plan — one that accounts for retirement, estate transfer, tax efficiency, and the protection of everything you've worked to build.
Our advisors are proud members of the Million Dollar Round Table, a distinction held by fewer than 1% of financial professionals worldwide.
Since 1986, we've helped over a thousand families build, protect, and transfer wealth across generations.
Meet Your Advisors
Our experienced team is committed to understanding your unique needs and guiding you toward financial confidence.
James Moore
With 38 years of experience, James is a retirement and estate planning specialist. A multiple-time qualifier for the Million Dollar Round Table, he is dedicated to building lasting financial strategies for Canadian families.
Tony Mak
Tony specializes in wealth planning with a focus on serving clients across diverse markets. His personalized approach ensures every client receives tailored strategies aligned with their financial aspirations.
Start Planning Your Future Today
Whether you're just starting to think about retirement or looking to optimize an existing plan, we're here to help. Book a complimentary consultation and let's discuss your goals.