About Legacy Financial

About Legacy Financial

Why

When Trevor lost a friend and client to cancer, it deeply impacted his practice.  Helping the widowed spouse and young child through such a difficult time filled Trevor with a passion and duty to help others.  He serves his clients through holistic financial advice and plans to ensure what’s important, gets taken care of.

Who

Trevor has been moved to help people at an early age. At 16 he started his co-op at a life insurance company where he discovered a passion for financial education. He passed his life license exam at 17, and at 18 became an independent life licensed advisor in 2003.  While practicing as an independent advisor, he completed the Canadian Securities Course, Professional Financial Planning course, and Advanced Diploma in Financial Services by 2005.  He was a licensed mortgage agent from 2006 to 2010, but was moved to focus his specialty in holistic financial planning when he lost his friend and client to cancer.

What

Trevor is a CERTIFIED FINANCIAL PLANNER® through FP Canada (Formerly FPSC, Financial Planning Standards Council) and offers holistic comprehensive financial plans, services, and advice. With over 20 years experience in financial services, Trevor is a CHARTERED LIFE UNDERWRITER® specializing in risk management, legacy planning and charitable gift planning. Trevor is a CERTIFIED KINGDOM ADVISOR® through Kingdom Advisors and is trained to offer biblically wise financial advice and plans.  He serves as the Director of Finance for the Caribbean Missions Society, enjoys basketball, chess, and is happily married with two  young children.

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
Help solve and make the most of your finances.
Build a Legacy.  Protect a Legacy.  Leave a Legacy.

Our Financial Planning Process

Our financial planning process follows the FP Canada (Formerly known as the Financial Planning Standards Council) six step financial planning process.[1]

Trevor Chew, CKA®, CFP®, CLU®

President

416-738-9721

trevor@legacy-financial.ca

info@legacy-financial.ca

Click here to learn more about working with a CHARTERED LIFE UNDERWRITER®

Click here to learn more about working with a CERTIFIED FINANCIAL PLANNER®

Click here to learn more about working with a CERTIFIED KINGDOM ADVISOR®

Get Started Today!

Please contact us for more information & resources, or simply contact us for Free Consultation.

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