Guidance that grounds you.
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.
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
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.
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
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.
Our Client Reviews
Sign up for a free consultation and we’ll guide you in the process of picking the right life insurance for your needs.