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By using this form, you are only consenting to receive personal and private email correspondence from us. You will not be added to any mailing lists, and you will not begin receiving email newsletters from us as a result of using this private contact form. Your personal information shall remain strictly confidential and used for the purpose for which it was provided. Your personal information will not be distributed or sold. Please visit www.cifinancial.com/ci-assante/ca/en/privacy-notice.html for more info on the CI Assante Wealth Management Ltd. privacy policy.

Phone

(604)678-3003

Email
Vancouver Office & Mailing Address
Surrey Office
Business Hours

Monday through Friday

Open 9am – 5pm
Saturday & Sunday- By Appointment Only

 

Business Hours:

Vancouver Office:
Monday – Friday 8 am to 5 pm
Saturday and Sunday – By Appointment Only

Surrey Office:
Monday – Friday 9 am to 5 pm
Saturday and Sunday – By Appointment Only

Statement

Legacy Family Office is licensed under CI Assante Wealth Management Ltd. which operates as CI Assante Wealth Management, a dual-registered firm offering investment, mutual fund, and exempt-market products and services.

Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investment Protection Fund.

Please visit www.cifinancial.com/ci-assante/ca/en/legal-notice.html or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.