Quiet Legacy Planning Group Ltd.

About Quiet Legacy Planning Group Ltd.

Quiet Legacy Planning Group Ltd. is a consulting firm in the Byron neighbourhood of London, Ontario. It provides financial and estate planning services for individuals who identify as quiet, chronic savers and those who wish to align personal value systems with life savings. The firm serves a client base of volunteers, change-makers, and community-minded givers who are often charitable in nature. Engagement structures include traditional asset management, insurance, and fee-for-service hourly billing. Services focus on helping clients enrich current lives, empower retirement futures, and amplify legacies to support specific people and causes. The business provides specialized services for charitable organizations, including donor talks, charitably-owned life insurance audits, and custom prints of the book Driven By Purpose by Ryan Fraser. Ryan Fraser founded the firm and is a Certified Financial Planner and philanthropy professional who has served in leadership roles for numerous non-profit organizations. Sarah Morkin is the Director of Operations and leads the firm's business and marketing operations. Team members dedicate volunteer time to local causes. Clients can book a free consultation to begin the planning process. The firm provides a monthly newsletter featuring stories on charitable, financial, and estate planning, which clients may request for use in donor circulations.