LEGACIES FINANCIAL GROUP

At Legacies Financial, we plan towards your goals and objectives, providing insurance and investment solutions with tax efficiencies. We see effective investment management as the cornerstone of financial success. Bo Chew, a Portfolio Manager with R N Croft Financial Group Inc. provides active discretionary investment management services for clients using a highly successful process. His discipline provides clients peace of mind and enhanced wealth, affording them more time to enjoy with loved ones and pursue their passions... We believe in maintaining clear and open communication with both financial advisors and their clients. Regular updates and detailed reporting keep everyone informed and confident in their investment journey... We pride ourselves on being the go-to investment experts for financial advisors. Our collaborative approach ensures that advisors can enhance their service offerings without the burden of managing complex investment portfolios. By integrating our..

Primary location: Burnaby