SEGREGATED FUNDS

 
 

Segregated funds  are best known for their unique value in Estate Planning.  They are also hold critical benefits for business owners and those just starting to put away money for the future.

  • Up to 100% guarantee
  • Ability to lock in your market gains
  • Cost Effective Estate Planning
  • Named beneficiaries for Non-Registered Accounts
  • Creditor protection
  • All inclusive fee structures

Legassie Financial Ltd. uses a variety of tax-preferred strategies to help you reach your goals, including RRSPs, RESPs, TFSAs, and Non-Registered Accounts.

ANNUITIES

 
 

Annuities are an incredible tool for retirement planning that are often overlooked:

  • Guaranteed Income for Life
  • Inflation protections
  • Guaranteed minimum payment periods
  • Named beneficiaries

 Give yourself the gifts of simplicity and peace of mind, with income that lasts as long as you do.