Successful Investments
Successful investing is about more than returns — it’s about access, protection, and long-term strategy. At Legacy Wealth & Benefits Solutions, we offer a wide range of investment solutions designed to help you grow your wealth while managing risk and protecting what you’ve built.
We provide access to over 4,000 professionally managed investment funds, partnering with some of the most trusted investment companies in the world, including Fidelity, Mackenzie, Vanguard, and BlackRock. This extensive selection allows us to create diversified, customized portfolios aligned with your financial goals, time horizon, and risk tolerance.
A key part of our investment offering includes segregated funds, which provide enhanced protection compared to traditional mutual funds. Segregated funds come with built-in guarantees that help safeguard your investments during market volatility, offering greater stability and peace of mind. For business owners and professionals, these funds also offer creditor protection, making them a powerful tool for preserving assets.
Segregated funds can also play an important role in estate planning. By naming beneficiaries, these investments can pass directly to your loved ones, often avoiding probate and minimizing taxes. This ensures your wealth is transferred efficiently while maintaining privacy and control.
Our investment strategies are designed to deliver competitive returns, often outperforming typical bank investment products, while balancing growth and protection. Every investment plan we create is integrated into your broader financial strategy, ensuring your money supports both your short-term needs and long-term goals.
