ABOUT

As a Managing General Agent (MGA) operation, we’re much more than just a place to buy insurance. We have direct access to the head offices of the major firms we represent. What is the benefit of this to you? Quicker and more efficient service, including faster turnaround time and knowledgeable answers to your questions and concerns.

Legacy Insurance & Financial Services is committed to excellence. Our vision is personalized service above all. We are a team that you can depend on, a team that supports your insurance and financial services advisor. If for some reason, your advisor is not available when you need them, there is always someone else from our team who can help you. Feel free to talk to anyone on our team about your concerns. We’ll help you get the answers you are looking for.

We provide solutions to people interested in accumulating and protecting wealth. Through a comprehensive analysis, we identify the most appropriate strategies to accumulate wealth based on your risk tolerance, financial objectives and needs.

Protecting your accumulated asset for your heirs from the inevitable taxes that must be paid at death, and ensuring that adequate income will be available should a disability, critical illness or long term care need strike, are an integral part of our services.

As an independent broker of insurance and financial products, offering products from a number of carefully selected suppliers, we offer our clients ability to choose the right product at the right price. We carefully choose our partners before developing alliances. We are proud to be associated with well-performing companies with a record of stability and a commitment to excellence.

Legacy was founded in October 1993 by three partners: Sam Catalano, Ed Webster and Tony Francis. They’ve all been working in the insurance industry at the time and decided that they want to make it on their own. It was a decision that neither of them was completely comfortable with, but with dedication, hard work and perseverance, they succeeded in achieving their dream. Legacy took off and has grown ever since.

Mutual funds products are offered through Investia Financial Services Inc.

Investia logo