STARTS WITH A TRUSTED
It SHOULD BE DEVeLOPED WITH A TRUE UNDERSTANDING OF YOUR LIFE, AS YOUR NEEDS BECOME MORE COMPLEX, ELEVATED ADVICE AND A RELATIONSHIP BUILT FOR THE LONG TERM IS KEY
“Terry began his career in the insurance industry in 2008 after deciding to make a significant career change and exit the Oil and Gas industry after over 25 years in operations and management roles.
Terry specializes in Group Benefits and providing insurance solutions to business owners. He finds most enjoyment in his career by getting to meet and help a diverse array of people including Business Owners, Farmers and Ranchers, Contractors and families. Terry holds the Elder Planning Care designation in good standing.”
President & SENIOR ADVISOR
“Prior to joining Legacy, Tyler worked with KPMG where he worked in Audit and Tax working with a wide array of corporate and individual clientele. After almost 3 years with KPMG, Tyler moved to National Bank, in the Capital Markets group where he developed a keen understanding in credit underwriting and risk analysis for a breadth of businesses across Canada.
Tyler is designated as a Chartered Professional Accountant and received his Bachelor of Commerce degree from the University of Calgary. Tyler’s background in capital markets, tax and audit has provided him with a strong base knowledge and has allowed him to develop a keen analytical mindset when dealing with client matters.
Partner & ADVISOR
With our CPA accounting background, extensive experience with insurance plans, group benefits, and the integrated management approach – our Alberta experts are ready to help!
Our customers come first – this starts with our no pressure approach and easy access to our support team. We are available to chat on your schedule not ours!
Knowing that we have a CPA on our team with a vast knowledge of taxes, corporate banking, and accounting allows us to have a integrated approach with any type of client.
The Extra Mile
You’ll quickly find that our team is always bringing new ideas, suggestions and opportunities for our clients.
Our Values Are Our Actions
Legacy Insurance and Wealth is a progressive firm with an entrepreneurial spirit, a dedication to customer service, and a commitment to innovation.
There are three fundamental considerations when it comes to managing your finances: the way you save, spend, and protect what you have. We’re here for all three!
LETS SETUP A QUICK CALL
We’d love to talk more if your interested in learning more about the future with us. Our team can setup a phone call, video conference, coffee meeting or whatever your are comfortable with. We want to help you make the best decisions for your future, and we want to do this in a way that is easy for you.