Legassie Financial Ltd.
Insurance
Planning
Protect your family.
Protect your estate.
Leave something for someone special.
Investment
Strategies
Private Management.
Segregated Funds.
Annuities.
Group Benefits
Packages
Traditional insurance and retirement.
Health Spending Accounts (HSA).
Employee education programs.
Our Story
About Legassie Financial Ltd.
Legassie Financial Ltd is an independent financial services brokerage.
Our focus is on supporting families like yours to identify and achieve your unique goals. As an independent firm, we provide customized financial solutions supported by over a dozen financial institutions.
Jonathan Legassie BSc, MDiv, Financial Advisor
With a background in various areas of financial services over the past decade, Jonathan offers a wealth of knowledge and experience to his clients.
Jonathan began serving clients full-time in financial services in 2011 and has been working as an independent broker since 2013.
Through Legassie Financial Ltd., Jonathan takes pride in an educational and transparent approach to wealth management and insurance planning.
He graduated from the Master of Divinity program at Trinity Western University (ACTS/NBS, 2010). Jonathan lives in Langley, BC with his wife & two kids. Favourite hobbies include reading and enjoying the outdoors with the kids and the family dog.
Denise Smith, Administrative Lead
Denise Smith has worked in financial administration for the past ten years. Denise joined our team in 2017. She is happily married and lives in Langley with her husband and two children. In her spare time Denise enjoys reading and spending time with loved ones.
