The Legacy Family Office Team

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Why Legacy Family Office?

As the owner of a successful family enterprise, you’ve invested years in nurturing a legacy that has the potential to succeed for generations. Unfortunately, the odds of it surviving its next succession are not in your favour.

Family and business are complex ecosystems each made of up unique dynamics, personalities, time-lines, needs and desires. Put the two together and differences of opinion, disparate needs and unexpected life circumstances can cause things to go off the rails – threatening the well-being of your family, business and wealth.

As a trusted partner to families-in-business, we have seen the difference advice can make. Poor advice often results in misguided decisions, lack of support and an inadequate succession plan. On the other hand, sound guidance – including intergenerational support, governance and the right succession plan – allows companies to survive, leaders to thrive and families to achieve harmony. This is exactly what we provide at Legacy Family Office.

Our Advisors

Paul W. Lermitte

BA, CFP®, R.F.P.®, FEA

Senior Wealth Advisor

 

Jeff Hector

CPA, CA, FEA

Senior Wealth Advisor

Kelly Pather

CFP®, CEA, CPCA

Senior Wealth Advisor

Ksenia Kovarsky

CFP®, FEA

Wealth Advisor

B. Spencer Rolls

BA, CFP®, CIM, FEA

Wealth Advisor

Vito Poletto

BBA, CFP®

Wealth Advisor

CI Private Counsel

Pippa Fry

CIM®

Investment Counsellor

Sean Rosas

CFA

Investment Counsellor

Dario Bon

CPA, CA

Region Vice-President, Wealth Planning

Cheryl Norton

CPA, CA, CFP®

Regional Vice-President, Wealth Planning

Nav Nijjar

B.Comm, CFP®

Regional Wealth Planner

Administrative Team

Jacqueline Wang

CPA

Administrative Associate

Aman Bhullar

CEA

Client Service Associate

Delphina Fitter

Client Services Associate

Client
Testimonials

Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.

– Alan and Margaret

I know so many families where only one person manages the finances. Having Legacy Family Office both involved and taking care of your entire family has been vital to building our legacy. I don’t know what we would’ve done without their guidance and support (over the last 5 years).

– Naomi & Family

Legacy has assisted yet another generation of our family by providing investment, inheritance and property planning for our mother at a time when she was very much in need of help.

– Colin & Catherine