Holistic Financial plans and advice to help you reach your goals.
Build wealth wisely. Protect from risks and taxes. Leave a legacy that lasts. Get Started NowWhat We Offer
Get Expert Advice
- from a CERTIFIED FINANCIAL PLANNER®, CERTIFIED KINGDOM ADVISOR®, CHARTERED LIFE UNDERWRITER®
Know you are doing it right
- Ongoing support & guidance.
- Find your purpose.
Secure Results
- Peace of mind.
- Make your life better.
When is the last time you reviewed your finances, insurance or investments by a Certified professional?
Do you have a tax liability you want to reduce or eliminate? Or do you have an unwanted RRSP/RRIF that is 50% taxable on the passing of the last spouse?
Do you want to leave an inheritance to someone without ruining their lives?
Do you need a financial plan to unite your family & create a legacy?
Do you have earnings trapped in your corporation?
Are you paying high tax rates on corporately held investments?
Is your organization looking for a more effective way to save on group health benefits? while getting a refund each year for unused claims?
Are you a charity looking for strategies to increase fundraising?
About Legacy Financial
A holistic financial planning and services firm that helps you build, protect, and leave a legacy that lasts.
Uniquely customized financial solutions and services for business owners, organizations, charities, families and individuals
We help solve and make the most of your finances.
Build a Legacy. Protect a Legacy. Leave a Legacy.
Create Clarity.
Clear financial plans and advice that point you in the right direction.
Make life better.
Implement customized strategies and solutions to make your life better.
Peace of Mind.
Take care of what’s important. Find purpose for your money.
Get started now
How Do You Want To Experience The Process?
Have questions? Request a call or call 416-738-9721
Reviews
⭐⭐⭐⭐⭐
Working with Trevor Chew and the team at Legacy Financial has been one of the best decisions my family and I have made since coming to Canada.
As newcomers, it can be difficult to know who to trust when it comes to finances, insurance, investments, mortgages, and planning for the future. Trevor has gone far beyond anything we expected. His knowledge is incredibly broad and deep. Whether it’s life insurance, investments, retirement planning, mortgages, wealth building, health and wellness considerations, or long-term financial security, and legacy he provides guidance that is practical, personalized, and easy to understand.
What sets Trevor apart is not just his expertise but his genuine care for people. He is patient, professional, responsive, and always willing to take the time to answer questions thoroughly. I honestly don’t know how he does it, but whenever we reach out, he and his team are there. Calls are returned, emails are answered, and support is always available.
Trevor is a man of integrity, a gentleman, and a man of faith who genuinely wants to see people succeed. At no point have we felt like just another client. The relationship has grown beyond business. He has become someone we trust completely, and today we consider him family.
If you are looking for a financial planner who combines exceptional expertise with outstanding character and genuine care, I wholeheartedly recommend Trevor Chew and Legacy Financial. Five stars are not enough.
— Rev. Dennis Johnson
Working with Trevor Chew and the team at Legacy Financial has been one of the best decisions my family and I have made since coming to Canada.
As newcomers, it can be difficult to know who to trust when it comes to finances, insurance, investments, mortgages, and planning for the future. Trevor has gone far beyond anything we expected. His knowledge is incredibly broad and deep. Whether it’s life insurance, investments, retirement planning, mortgages, wealth building, health and wellness considerations, or long-term financial security, and legacy he provides guidance that is practical, personalized, and easy to understand.
What sets Trevor apart is not just his expertise but his genuine care for people. He is patient, professional, responsive, and always willing to take the time to answer questions thoroughly. I honestly don’t know how he does it, but whenever we reach out, he and his team are there. Calls are returned, emails are answered, and support is always available.
Trevor is a man of integrity, a gentleman, and a man of faith who genuinely wants to see people succeed. At no point have we felt like just another client. The relationship has grown beyond business. He has become someone we trust completely, and today we consider him family.
If you are looking for a financial planner who combines exceptional expertise with outstanding character and genuine care, I wholeheartedly recommend Trevor Chew and Legacy Financial. Five stars are not enough.
— Rev. Dennis Johnson
Trevor Chew has been doing my Taxes handling my life insurance and my investments for almost 20 years
I always tell him this is the reason I sleep better at night
Total trust all the way and as well knowing my family will be ok🙏🏽
I always tell him this is the reason I sleep better at night
Total trust all the way and as well knowing my family will be ok🙏🏽
Trevor is knowledgeable, kind, patient and responds in a timely manner. He makes it easy for us to navigate our finances without any stress. Every family with good values needs him in their corner!
Trevon has been exceptional in managing my financial matters. He is highly informative and consistently provides insightful, knowledgeable guidance that helps improve our situation in today’s economy. His proactive approach and dedication make a real difference.
Trevor Chew, CKA®, CFP®, CLU®
President
416-738-9721
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