Grow Your Wealth

Business Owners

Enhance your established business with the financial planning expertise of Legacies Financial Group. Our tailored insurance and investment strategies support sustainable growth and financial security, ensuring your business thrives and your personal wealth is protected.

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Excellence in Investment Strategy

Your Path to Financial Growth

We analyze your financial situation to develop plans that cover insurable risks, minimize tax liabilities and maximize returns, allowing you to reinvest more into your business and personal life.

Our Services

Investment Planning

Fuel your business’s growth with our investment services. Bo Chew, as Portfolio Manager with Croft Financial Group will actively manage your portfolio on a discretionary basis aligned with your business goals, providing less risk and strong sustainable returns with portfolio tax efficiency.

Insurance Planning

Our tailored strategies provide the appropriate protection and peace of mind, ensuring your financial security in important life events such as critical illness, sickness or injury, and death.

Retirement Planning

Planning for retirement as a business owner requires an encompassing approach. We offer personalized retirement planning solutions that consider your business and personal financial goals, taxation, and the best allocation of asset types for different investment vehicles. Let us help you build a robust retirement strategy for a secure future that enhances your after-tax income and estate values.

Group Benefits Planning

As an independent consultant for group benefits plans with 10 or more employees, we take a long-term, sustainable client centred approach to group benefits. The focus is on effective plan design, ongoing cost management, and innovative approaches to provide sustainable savings and value.

Our Commitment

At Legacies Financial Group, we are committed to supporting business owners with customized financial planning services that address both business and personal needs. Whether you’re seeking growth investments, planning for retirement, or protecting your assets, we are here to guide you every step of the way. Contact us today to learn how we can help you achieve your financial goals and create a lasting legacy. Let’s work together to secure a prosperous future for you and your business.