Meet Jassi Mahal
Financial Advisor • Entrepreneur • Agency Owner
Jassi Mahal is a Toronto-based financial advisor with an MSc in Finance from the University of Southampton (UK) and previous experience at KPMG London in audit and financial crime. After moving to Canada, he built his own agency and has since helped 1,000+ families build financial stability and long-term wealth.
Key Achievements
1,000+ Families Helped
Guided families across Canada with personalized financial and wealth strategies.
$3.5M+ Raised for Charities
Led teams supporting Red Cross, Cancer Research, Alzheimer’s and more.
Built a 6-Figure Agency
Grew a new sales agency to 6 figures in under 9 months.
1,200+ Professionals Trained
Mentored individuals in finance, sales, leadership, and client communication.
Business Experience in 23 Countries
A global perspective shaped by work across four continents.
Advanced Finance Credentials
MSc Finance (Distinction), CPA, CSC, LLQP, CFA Level I & II.
Advisor Success Stories
Helped multiple financial advisors cross $50K+ in income through training and mentoring.
25-Person Team Leadership
Managed and coached a high-performance team that generated $3M+ in 3 months.
About Us
At Legacy Wealthbuilder Solutions, we believe protecting what matters most shouldn’t be complicated. We’re a team of dedicated insurance professionals committed to helping families secure their future with clear advice, flexible options, and genuine care. From day one, our mission has been simple: make life insurance easy to understand and even easier to trust.
Why Choose Us
- Personalized Plans: No two families are the same, your coverage shouldn’t be either.
- Clear Guidance: We break down the fine print so you know exactly what you’re getting.
- Trusted Support: Our friendly team is here for you at every step, from questions to claims.
- Peace of Mind: Feel confident knowing your loved ones are protected, no matter what life brings.
Join hundreds of families across Mississauga and Ontario who trust us to protect their tomorrow, so you can enjoy today with peace of mind.
Our Services
Corporate Life Insurance
For incorporated business owners, managing retained earnings can be a challenge.
Child Wealth Plan Strategy
For most Canadian parents, the first recommendation they hear from banks is to open a Registered Education Savings Plan (RESP).
Generational Wealth Planning
For most Canadian parents, the first recommendation they hear from banks is to open a Registered Education Savings Plan (RESP).
Tax Saving Strategies for Business Owners
Every business owner knows the pain of paying taxes. But what most don’t realize is that they may be paying more than they should.
RESP Alternatives
While RESP is often seen as the “default” option, it has serious limitations. RESP contributions are capped at $50,000, withdrawals are taxable in your child’s hands,
Here's A Little Secret
Wealthy Canadians don’t use life insurance just for protection — they use it to grow wealth tax-free.
Life Insurance That Fits Your Needs
Life is unpredictable, but your family’s security shouldn’t be.
Apply for a Free consultation and get a Free Will Kit
Our Client Reviews
Let’s pick the right life insurance for you
Sign up for a free consultation and we’ll guide you in the process of picking the right life insurance for your needs.
Frequently Asked Questions
Life insurance helps protect your loved ones financially if something happens to you. It can cover living expenses, debts, or future goals like college or retirement security.
The main types are term life insurance, which covers you for a set period, and whole life insurance, which provides lifelong coverage and can build cash value over time.
It depends on your family’s needs, debts, lifestyle, and future goals. Many people choose coverage that’s 5–10 times their annual income. A licensed advisor can help you calculate the right amount.
Costs vary based on your age, health, coverage amount, and policy type. Term life insurance is generally more affordable than whole life. A quick quote can give you an exact idea.
Start by understanding your needs and budget. Then compare options, benefits, and terms. Our team is here to help you find the best plan for your unique situation.