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Legacy Financial

Open 9:00 AM - 5:00 PM See Hours
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Legacy Financial is a holistic financial planning firm in Toronto, dedicated to helping you build, protect, and leave a financial legacy. Founded by Trevor Chew, a CERTIFIED FINANCIAL PLANNER® with over 21 years of experience, our firm specializes in creating customized financial solutions tailored to the needs of business owners, families, and charities.

Trevor's journey into financial advising began at the young age of 16, and through his extensive education and experience, he has developed a passion for helping clients navigate their financial journeys. By providing comprehensive financial plans and ongoing guidance, Legacy Financial aims to bring clarity and peace of mind to your financial situation, ensuring what matters most is always taken care of.
Our Services
At Legacy Financial, we offer a range of holistic financial planning services designed to secure your financial future.
✔️ Comprehensive financial planning
✔️ Risk management and insurance strategies
✔️ Legacy planning and charitable giving advice
✔️ Tax-efficient investment strategies
✔️ Family financial planning

Let us help you create a financial plan that aligns with your values and goals. Reach out now to learn more about our services!
Why Choose Us?
Choosing Legacy Financial means you’re partnering with a dedicated professional focused on your financial well-being.
✔️ Expert advice from a CERTIFIED FINANCIAL PLANNER®
✔️ Over 21 years of experience in financial services
✔️ Holistic approach tailored specifically for your needs
✔️ Ongoing support and guidance to reach your financial goals
✔️ Customized strategies for building and protecting your legacy

Discover how we can help you experience financial clarity and peace of mind. Contact us today for a free consultation!
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Location & Hours:
287 Port Union Rd
Toronto, ON M1C 2L3
  • Mon: 9:00 AM - 5:00 PM
  • Tue: 9:00 AM - 5:00 PM Open
  • Wed: 9:00 AM - 5:00 PM
  • Thu: 9:00 AM - 5:00 PM
  • Fri: 9:00 AM - 5:00 PM
  • Sat: Closed
  • Sun: Closed