LifeLegacy Resources

The following are some of the questions we help people answer in their LifeLegacy WealthCare plan.  Please feel free to explore.  

We are happy to schedule a time to discuss with you, your vision of life and how LifeLegacy might be best positioned to help you achieve it. 

To schedule an appointment please email:

What is LifeLegacy Wealth Management?

LifeLegacy Wealth Management - Defined.pdf

What is Farm Succession?

Succession planning involves the planning and implementation of strategies to transfer labour, knowledge, skills, management control, decision making and ownership of a farm to the next generation.

The farm succession planning process includes:

LifeLegacy takes a pro-active and co-operative approach to Farm Succession Planning.  We work closely with your business, tax and legal advisors to integrate your personal lifestyle plan into a succession transition of your farm. 

One of the best resources to review is the Farm Succession Planning Guide 

What is Life Insurance? 

Calculate your own family's needs over time: My Insurance View .

What is critical illness insurance?

Critical illness insurance provides you with a lump sum cash payment upon a medical diagnosis of covered conditions such as a heart attack, cancer or stroke.

It’s valuable protection that can help you offset the extra expenses that often accompany a serious health condition such as:

What about my Estate? 

Fiduciary Trust Canada's Trust and Estate department has some insights: