Find out if you qualify for affordable protection plans designed to safeguard your family's future. This short assessment will help us identify the best options for you—no commitments required
Take Our Quick Assessment to Check Your Eligibility
Why Take the Assessment?
Discover if you qualify for up to $500,000 in protection
NO medical exams required for dependent on plan.
Flexible coverage options tailored to your needs.
What to Expect :
Answer a few simple questions about your background.
Receive a personalized evaluation
.Connect with one of our advisors to explore your options.
Who Should Take the Assessment?
Anyone looking to provide financial security for their loved ones.
Individuals seeking burial coverage or long-term protection plans.
Residents of Ontario interested in affordable insurance solutions.
FIND OUT IF YOU QUALIFY
25+
YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
2
PROFESSIONAL AGENTS
Our Reviews
Here are comments from our clients
Sivanujan SivaKumar
-CEO Of Innovate Mortgages
I've known Sayf for years, and as the owner of a mortgage brokerage, I understand the importance of having reliable financial solutions in place. When it came to insurance, I turned to Legacy Wealth Planning & Investing. Their personalized service and attention to detail made the entire process smooth and reassuring. Sayf and his team are truly dedicated to helping clients secure their financial futures, and I highly recommend them to anyone looking for a trustworthy partner in financial planning.
Jayden's Experience
Choosing to work with Sayf and his team was one of the best decisions I've made. They helped me understand the benefits of a universal life policy and guided me through the process of starting my savings plan. Thanks to them, I feel more confident about my financial future. I highly recommend their services to anyone looking for comprehensive and personalized financial planning
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