Legacy Insurance Agency Inc. is managed and operated by its founders and partners. We share combined industry experience of over 100 years. Broad experience in both Insurance and Financial issues, coupled with active relationships with numerous major Canadian and International Insurance and Financial institutions, are key factors that enable our clients to build their trust with us.
Founding Partner, Senior Advisor / Investment Funds Advisor – Investia Financial Services Inc.
Sam graduated in Industrial Engineering in 1982. His insurance and financial career began in 1986 when he joined a major insurance company. As a multi-licensed broker, a member of The Financial Advisors Association of Canada (Advocis), licensed mutual funds broker and licensed mutual funds advisor with Investia Financial Services Inc., Sam specializes in investments, estate and retirement planning, life and disability insurance.
Sam’s mandate is servicing the financial needs of individuals, families, and companies with special attention to tax savings. He has developed relationships with major financial companies, both Canadian and international. This gives him the opportunity to create highly customized services for his clients.
Running a successful business, while married with 5 children, there is very little free time for Sam. Still, if he is not working, or having fun with his large family, he takes every moment for his third love – after family and business – golf.
Partner, Insurance and Segregated Fund Advisor
Bryan followed his father Tony into the same field, as a professional insurance and segregated funds advisor. He joined Legacy after graduating from university, in 1997 and is building his clientele among his peer group.
Bryan’s expertise is helping young professionals to reach their financial goals through disciplined investment and insurance planning.
Married and a father of three young girls, Bryan is also an avid and accomplished golfer.
B.Comm., Financial Advisor / Investment Funds Advisor – Investia Financial Services Inc.
After graduating in 2014 with a Bachelor of Commerce Honors degree, Francesco decided to follow in his father’s footsteps and joined the Legacy team as a financial advisor. He has always had a strong interest in investments, recognizing that through strategic saving and investing you can reach and prepare for your financial goals.
Francesco prides himself on delivering unique and quality service to individuals seeking to save and reach financial goals. As a modern and driven financial advisor, he centers on building his clientele around young professionals. His focus lies within tax savings along with wealth, estate, and retirement planning. Francesco’s main goal is to execute a matchless plan for each of his clients by understanding their financial situations and supporting their financial goals. Attention to detail, good listening skills, and great empathy are symbols of appreciation by his clients.
Francesco is extremely family oriented, being the only boy of five children. He has mastered managing his time between family, business and enjoying any free time on the golf course.
Financial Advisor / Investment Funds Advisor – Investia Financial Services Inc.
Insurance and Segregated Fund Advisor
Frank began his career as a Financial Advisor and Insurance Broker with Legacy in 2013. He is committed to client service, strong business ethics and providing a personal touch. Frank understands that one’s economic and life situation is unique, and he keeps this in mind when providing financial security advice. He is passionate about his client relationships, building trust to uncover their true needs and goals.
Frank is committed to staying on top of ever-changing trends and his expertise will assist you in making the sound financial decisions that will allow you to achieve your vision and live life to the fullest. He is ready, willing and able to meet at the time, and in the place, that is the most convenient for you.
Frank enjoys traveling, golfing and spending time with his wife and three sons.
Founding Partner, Life Insurance Consultant | Retired
Ed is a real insurance and financial industry veteran. Since 1979 he has been helping his clients with life and disability insurance and investment planning. He is a multi-licensed broker and member of The Financial Advisors Association of Canada (Advocis).
With his experience, Ed has successfully assisted individuals, families and business owners to evaluate their plans to best meet their individual financial security needs. Having access to a broad range of Canadian and international financial companies, Ed can create customized financial solutions. Through regular follow-up service for his clients, Ed keeps them abreast of taxation issues.
Being a caring father, husband and proud grandfather of two takes most of Ed’s time while he is not in the office. Occasionally, on Friday, you can find Ed conducting his business out of his Muskoka cottage. And when the winter snow falls, Ed gears up to his avid passion for snowmobiling and cross-country skiing.
Tony Francis (1939-2016)
Founding Partner, F.L.M.I.
On Thursday, March 17, 2016, with the love of his life Barbara at his bedside, Tony passed away peacefully. He was a gentle, kind, empathetic and witty man, with the biggest heart a human could possibly have, and was loved and admired by so many. He was an inspiration to all that knew and met him. He was a perfect role model on how a husband, father, grandfather, brother, uncle, friend, mentor and businessman should be. He will be missed by his family and friends from here and abroad.
Tony left behind many legacies which included Legacy Financial Services with his partners Sam and Ed and Francis Insurance Agency, as well as several community organizations. His positive thinking and his passion for helping others will live on through his family and those who knew him. He was loved dearly and will be profoundly missed each and every day.
Life Insurance Consultant | Retired
Richard is a well-established and versatile professional in the life insurance business, offering expertise in sales and direct marketing, strategic direction, building sales teams, and creating training and compliance programs. He has been a part of the Legacy team from the very beginning.
Richard has served on the board and committees of numerous service clubs and not for profit organizations, both large and small.