MEET the TEAM
Debbie has worked in customer service and administration for over 15 years. She is responsible for quarterbacking our entire employee benefit service platform from an administrative standpoint. She works closely with Robin Bailey, head of our employee benefit business. Her versatility in working with complex figures and facts and dealing with clients in a conscientious and helpful manner make her invaluable to our success.
With a background in both financial services client contact and administration combined with a diploma in accounting and finance, Jason is a crucial part of the Life & Legacy team. He quarterbacks the handling of administration and paperwork for client transactions. He impeccably maintains client records at the advisor level and executes our strict privacy and compliance strategies.
The SUPPORT TEAM
Cultivating the Relationship
Working for you is a privilege. We know earning your respect will come only through service and performance results. Integrity, a passion for success and honouring the client-advisor trust covenant are key directives of the team at Life & Legacy Advisory Group.
Our advisors are just like you. We are business people and we have families. We have many of the same concerns, worries and fears that you do. And, we share your desire to safeguard the future and grow the assets you work hard for.
A financial advisor since 1992, Joe works closely with his clients building both healthy financial plans and solid relationships. With his Registered Health Underwriter (RHU) and Elder Planning Counsellor (EPC) designations, Joe is an expert in the area of living benefits planning such as disability, critical illness and long-term care.
With over 10 years of experience as a Certified Financial Planner, Al looks at a client's overall financial picture and creates a customized growth plan that addresses their situation in fulfilling their goals. Al's areas of expertise include structuring life insurance contracts to help build and protect a client's assets from unnecessary tax.
Since entering the financial services industry in 1996, Robin has worked at some of Canada's top financial services companies. His areas of specialty include employee benefits and pension consulting. Robin oversees Life & Legacy's employee benefits division and monitors ongoing changes in the employee benefits industry for the firm's clients.
Robin has been dedicated to helping her clients secure their financial futures for more than ten years. She has built strong relationships with her clients by delivering first class service and advice. She specializes in the business owner and affluent family markets and customizes solutions personalized to their individual situations. Over the years her client roster has grown significantly, largely through referrals from satisfied clients and other financial professionals.
Dan is a top financial advisor in the GTA. In 2006 he became affiliated with Life & Legacy Advisory Group and brings with him a wealth of knowledge and experience. By adding tremendous value to their financial situations, Dan has built a large group of loyal and happy clients who rely on his wisdom and trustworthiness to guide them. He has earned many prestigious professional accreditations including the Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC) and the Certified Financial Planner (CFP).
Bringing with him 27 years of experience in the financial services industry, Peter joined Life & Legacy Advisory Group Ltd. Jan 1st 2008. Peter is a dedicated financial planning advisor who provides value propositions for the creation, preservation and effective transfer of wealth for his clients. Peter has extensive knowledge in life insurance, retirement plans for individuals and companies, as well as employee health insurance plans. Peter has earned his Chartered Life Underwriter (CLU) designation.
Greg brings over 20 years of financial experience to bear when working with clients. His experience, knowledge and dedication to his clients has resulted in many referrals to clients friends, families & business associates.