Our mission is to assist families in safeguarding and expanding their legacy while ensuring it is passed on according to their wishes. Family owned businesses are the bedrock of the Canadian economy and we believe that their success, resulting from their hard work, should be honoured and preserved for future generations. Our approach involves devising a tailored insurance solution that takes into account both tax optimization and estate planning to best suit the unique needs of each client. Work with us to safeguard your family’s legacy and secure your financial future.
Vinay believes that each client is unique and necessitates a personalized and practical approach to planning. He extends this dedication further by recognizing that family is an integral part of any business and endeavours to optimize the needs of both. With individualized guidance and open communication, Vinay provides his clients and their families with optimal life insurance solutions that are customized to their specific circumstances and requirements.
Legatum Financial Services Inc. provides life insurance and living benefits products in the province of Ontario to high net worth individuals and business owners.