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Legacy Financial -Trevor Chew, CKA®, CFP®, CLU®

Legacy Financial -Trevor Chew, CKA®, CFP®, CLU®

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Financial Services
Toronto
Ontario
Phone Email Website

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Legacy Financial -Trevor Chew, CKA®, CFP®, CLU®

Build a Legacy. Protect a Legacy. Leave a Legacy.

Financial Services, Life and Health Insurance, and Tax Consultants

Contact: Trevor Chew, CKA®, CFP®, CLU®

416-738-9721 Email https://www.legacy-financial.ca/ Serving Toronto, Ontario
Profile Description:

A holistic financial planning and services firm that helps you build, protect, and leave a legacy that lasts. We help solve and make the most of your finances. Read More Here

SOLUTIONS

  • Taxation
  • Retirement
  • Risk Management
  • Insurance
  • Estates
  • Wealth Transfer
  • Biblical Financial Wisdom
  • Read More Here

SOLUTIONS FOR WHO

  • Business
  • Corporate
  • Charity
  • Cash flow and Debt Management
  • Investments
  • Socially Responsible Investing
  • Read More Here

RESOURCES

STORE 

SERVICE AREAS

Toronto and Surrounding areas

Trevor was thorough in his explanations to me and gave clear financial advice. His attention to detail is something I have not seen before in the financial space and was great to see. Rohan Forde

Excellent advice from Trevor with different options and no pressure. Explained everything I needed to know for my investment. Thank you Trevor! Rita H

Trevor has been an outstanding financial advisor for our family. His extensive knowledge and problem-solving skills have consistently guided us to the best financial solutions tailored to our needs. Trevor's expertise has put us on a path to create wealth and ensure security for our future. We cannot recommend Trevor enough to our family and friends. He is always happy to help, patient, and truly dedicated to his clients' success. Thank you, Trevor, for all your support and guidance! Carla S

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Trevor has been moved to help people at an early age. At 16 he started his co-op at a life insurance company where he discovered a passion for financial education. He passed his life license exam at 17, and at 18 became an independent life licensed advisor in 2003.  While practicing as an independent advisor, he completed the Canadian Securities Course, Professional Financial Planning course, and Advanced Diploma in Financial Services by 2005.  He was a licensed mortgage agent from 2006 to 2010, but was moved to focus his specialty in holistic financial planning when he lost his friend and client to cancer.

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Website Email 416-738-9721Phone
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Tags: Business, charities, corporations, Debt Consolidation, Debt Help, debt management, Debt Solutions, dental insurance, Estate Planning, Estates, finance, Finances, Financial Adviser, Financial Advisor, Financial Coaching, Financial Consulting, Financial Counselling, Financial Planner, Financial Planning, financial services, health insurance, insurance, Investments, Life Insurance, Retirement Planning, risk management, and Tax Planning

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