Lifelegacy Wealth Management Inc. (Lifelegacy)

LifeLegacy's WealthCare™ team has over 50 years' combined experience serving the financial and wealth management needs of families throughout Central Alberta. We provide innovative wealth management solutions to help successful farmers, business owners and professionals achieve their business, lifestyle and legacy goals. We build trusted and lasting relationships with our clients by understanding their needs and helping them make informed wealth management decisions that are in their best interest. In 2003 Richard Bradford and Edward Turgeon co-founded LifeLegacy Wealth Management, an independent, fee-based financial planning practice located in Red Deer, Alberta. Richard is a Professional Agrologist and Certified Financial Planner. Ed is a Certified Financial Planner and Chartered Investment Manager. They have over 50 years' combined experience in the financial services industry. LifeLegacy™ provides advanced and fully integrated wealth planning services to a clientele of highly successful farmers, business owners and professionals throughout Central Alberta. This includes Corporate, Trust and Personal Financial Planning, on a fully integrated after-tax basis. Specializations include farm and business succession planning, retirement planning, estate planning and preservation. Our Mission is to provide innovative wealth management solutions to help our clients and their families achieve their business, lifestyle and legacy goals. We do this by understanding the needs of our clients, their family dynamics, their business inter-relationships, their goals and priorities. We work collaboratively with their other professionals to help them identify and evaluate options, and to make informed wealth management decisions that are in their best interest. Other professionals include accountants, lawyers, tax specialists, lending institutions, insurance specialists and private wealth portfolio managers.
Social Link - Linkedin: http://www. linkedin.com/company /lifelegacywealth
Employee Count: 2
Keywords: investment management