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We maintain Private Management relationships with some of the best Portfolio Managers (PMs) in Canada. These PMs provide Legassie Financial clients with the highest caliber of management for their Investment Portfolios, incorporating the best private and public securities available to meet your needs.
Legassie Financial will sit on the same side of the table with you when discussing your portfolio needs with our PMs. Our role is to make sure your investments continue to meet your changing needs as effectively as possible. We will monitor your PMs’ performance, discuss alternative strategies with them, and help you to consider the implications of their recommendations.
Clients engaging in Private Management report higher performance with lower volatility – and most importantly, greater peace of mind.
Private Management arrangements require a minimum household portfolio of $50,000.
Book A ConsultationSegregated 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.
Legassie Financial Ltd. uses a variety of tax-preferred strategies to help you reach your goals, including RRSPs, RESPs, TFSAs, and Non-Registered Accounts.
Book A ConsultationAnnuities are an incredible tool for retirement planning that are often overlooked:
Give yourself the gifts of simplicity and peace of mind, with income that lasts as long as you do.
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