MONEY IS NOT THE ANSWER TO PROBLEMS.

WEALTH MENTALITY IS. THIS IS OUR SPECIALTY.

GREAT ADVICE
STARTS WITH A TRUSTED
RELATIONSHIP.

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

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WEALTH PLanning

Investing in stocks and bonds can be a great way to grow your wealth over time, although it may seem like your only option, there are alternatives.

We have partnerships with high quality, discretionary private wealth managers that can allow you to diversify your investments into other asset classes that are much less volatile than the public markets.

We’ll build a financial plan tailored specifically to your individual situation, risk tolerance and life plans. Let us help you achieve financial peace of mind.

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Group BenefITS

Whether you’re a new business looking for a budget friendly benefit plan, or an established business looking for a second opinion we can provide solutions for all sizes. Let us help you find a benefit provider that suits your employees.

Make sure your employees feel valued and aren’t looking elsewhere because your benefits lack the coverage and service they require. Legacy is fully independent and has the ability to compare your employee benefit plan with all the top carriers.

Is your current Advisor taking your plan to market regularly? If your advisor isn’t comparing your current coverage with other carriers you may be missing out on significant savings.

We’ll prepare a fulsome Benefit assessment so you know your plan is built effectively and efficiently. We’ll identify any gaps in your plan, or add-in stop loss options so you stay within your budget

Schedule your Benefit Assessment Now

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LIFE INSURANCE

Life Insurance plans, permanent life insurance plans, hybrid, and hard to insure are all part of the conversation when we talk with clients.

We are here to help you understand and support the right plan for you – no family or situation is the same and our experts can help keep your mind at ease.

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“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.”

Terry TRoidl

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.

Tyler TRoidl,CPA

Partner & ADVISOR

CPA ADVANTAGE

With our CPA accounting background, extensive experience with insurance plans, group benefits, and the integrated management approach – our Alberta experts are ready to help!

EMAIL CPA TYLER TROIDL

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Customer First

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!

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ACCOUNTING INTEGRATION

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.

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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!

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See The Difference

Listen and hear from our current clients about how our wholistic and integrated approach is different then the other guys!

TESTIMONIALS & REVIEWS

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.

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