A little About us.
Superior, Independent advisory that you won’t find at a bank.
We work with individuals and businesses to achieve financial comfort.
We love getting to know our clients and understanding what keeps them up at night.
We’ve been helping our clients sleep better since 2011, find out how we can help.
Tyler Troidl, CPA, CFP®
Partner & 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 of knowledge and has allowed him to develop a keen analytical mindset when dealing with client matters. He joined Legacy in 2021 to take part in the family business and expand our service offering to the Calgary area.
President & Senior Advisor
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 the 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.