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Guidance that grounds you.

Because your financial future should feel steady, not stressful.
 

A Smarter Way to Plan Your Finances

Wealth Protection

We help safeguard your income, assets, and family through smart insurance and estate planning strategies designed to reduce risk and create long-term stability.

Strategic Growth

Our planning focuses on tax-efficient growth solutions that help your money work harder without unnecessary risk or guesswork.

Sustainable Cash Flow

We design strategies that create reliable cash flow for today and tomorrow, supporting retirement, business needs, and life’s milestones.

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About Us

We are a financial services firm built on the belief that families deserve clarity, confidence, and long-term security when it comes to their finances. Drawing from deep experience in accounting, risk management, and wealth planning, we help families especially those new to Canada understand how to protect, grow, and structure their money the right way. Our focus goes beyond numbers; we work to create lasting financial foundations that support today’s goals while building generational security for the future.

About Me

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.

Jassi Mahal
Years In Business
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Families Served
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Insurance Policies
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Professionals Trained
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Who We Serve

Incorporated business owners & entrepreneurs

Families seeking life insurance & estate protection

High-income earners needing tax solutions

Individuals Preparing for retirement security

Parents planning long-term wealth for their children

Our Services

Legacy Wealth Builder Solutions is a trusted financial advisory service dedicated to helping individuals, families, and business owners secure their financial future with personalized wealth planning and insurance strategies.

Key Achievements

Our Client Reviews

“Super helpful team. Made finding the right life insurance simple and stress-free. I feel secure knowing my family’s covered.“

Priyanka

“Explained everything clearly and helped me choose a plan that fits my budget. Highly recommend for peace of mind.”

team member
Rajiv Kumar

“Excellent service and honest advice. I feel confident my family’s future is protected no matter what happens.”

Rosa L.

Let's figure out 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.

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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.