Testimonials
At YourLegacy.ca, we take pride helping our clients plan their financial futures and take great joy seeing our clients celebrate their achievements.
For us advice is more than money. It’s about helping make smarter decisions, uncomplicating your life, removing any worry or doubt and giving you time to concentrate on the things that really matter.
"Dennis helped our family protect a business partnership with the right agreement and life insurance coverage, even when we didn’t realize how important it would become. When my husband’s health declined and he passed away 18 months later, Dennis delivered a significant payout right when we needed it most. That support allowed us to keep the business running while we grieved, and I truly believe it wouldn’t have survived without it."
- M.K., Business Owner
"I met Dennis years ago in Waterloo Region, and he helped me build a retirement plan when I hadn’t saved as well as I should have. He guided our investments and created a clear withdrawal strategy so our money would last throughout retirement. Most importantly, he gave me peace of mind knowing my wife would never have to worry about finances after I’m gone."
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- K.A., Retired
"Dennis, thank you for organizing my affairs so that I do not have to worry about retirement income during my lifetime and more importantly, during my wife's life."
- Ken, CA, Retired
"I want to thank you for being more than a client and a supplier. You’ve also been a trusted sounding board as our firm navigated significant changes over the years. Your support has meant a great deal."
- A.L, Business Owner, Retired
"Thank you Dennis for caring enough to ask the right questions, helping us work through our emotional issues, and achieving a solution we are still delighted with five years later."
- Maria, Business Owner
"Dennis is a holistic financial planner who meticulously understands his clients needs, objectives and the dynamics around family and corporate estate planning. This understanding of his clients allows him to present clear and concise planning and provide solutions that not only make business sense – but also protect and enhance family security and wealth."
- Amichai, CPA, CA
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