Chestnut Financial
Investment Services
Chestnut Financial is an investment services firm located on Wonderland Rd S in the Cranbrook neighbourhood of London, Ontario.…
Legacy Wealth Management Inc
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About Legacy Wealth Management Inc
Legacy Wealth Management Inc is an investment services firm located on Cranbrook Rd in the Cranbrook neighbourhood of London, Ontario. It provides financial planning and investment advice for individuals starting out, young families, retirees, and those funding a child's education. The firm also provides support for singles, business owners, and those seeking to manage cash flow or minimize tax burdens. Services include retirement planning, investment tax planning, portfolio analysis for asset allocation across equities, fixed-income investments, and cash, and estate planning. The business also provides insurance analysis, income tax planning, travel insurance, eldercare, and wills. Brian Smith is a Certified Financial Planner® and Investment Funds Advisor with Investia Financial Services Inc. and leads the practice. Lynette Hatt is the Office Administrator and manages client service responsibilities such as booking appointments and handling paperwork.