Legacy Insurance & Financial Services is the small AGA with a big heart. We cater to independent brokers or Level II career agents who seek to build their own block of business with major insurers and also have access to “boutique” products for the special cases.

Our support will suit self-contained brokers/agents who also need to keep updated on products and strategies through seminars, or one-on-one product coaching. In particular, we provide professional tie-ins with knowledgeable sources for complex cases. All our partners are personal producers who in addition to offering their combined wealth of experience and knowledge, will also call on specialists when needed.

Our partner program has been designed to help independent brokers/agents to gain access to the services and products that is only available through the established AGA like Legacy.

To join our partner program, submit the online application form. Our representative will contact you and discuss all the details. If you want to discuss this in person, contact our office at (416) 410-4606, ext.113 and talk to Sam Catalano.

Application Form

Mutual funds products are offered through Investia Financial Services Inc.

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