Legacy Financial Group

At Legacy Financial Group LTD, we are on a mission to revolutionize the financial services industry in Canada by creating a sustainable and transparent platform, designed by advisors, for advisors. Our dedicated team of experienced professionals shares a common goal: to change the way finance is conducted in Canada, ensuring Canadians are educated and aware of all their options with a heightened focus on transparency. Our founding members bring a wealth of experience in private equity investments, tax-efficient strategies, and business financial planning.

Introducing Our Founding Members

*Chris Boyle, CEO & Financial Advisor*

With over 13 years of experience in the financial services industry, Chris has extensive expertise in private equity investments, structuring, and tax-efficient investing strategies. At Legacy Financial Group, Chris aims to create a platform where like-minded financial professionals can collaborate, innovate, and enhance the financial well-being of Canadians. You can learn more about Chris's practice on his personal website: christopherboyle.net.

*Lori King, VP of Business Development & Advisor*

Lori brings over 14 years of experience in the financial services industry, specializing in helping clients navigate the world of finance and build well-rounded plans for today and tomorrow. She holds insurance licenses as well as an Exempt Market License and has obtained both the Elder Planning Counselor (EPC) and Professional Financial Advisor (PFA) designations. Lori's passion is creating solutions for clients, empowering them to take control of their financial future.

*Jay Zdyb, CFO & Advisor*

Jay served in the Canadian Forces for 12 years before entering the financial services industry. With over 12 years of experience, Jay focuses on putting the right plans in place to help clients realize their dreams and goals while also assisting advisors in doing the same for their business and clients. As a Life and Accident and Sickness advisor and a Dealing Representative for the Exempt and Private Equity Market in Alberta and Saskatchewan, Jay brings a wealth of knowledge and experience to the Legacy Financial Group.

Why Choose Legacy Financial Group?

At Legacy Financial Group, we believe in building practices that empower our advisors to create sustainable businesses while offering the best and most comprehensive financial services options available. Our innovative approach streamlines compliance, encourages profit-sharing, and rewards hard work and integrity. We also offer:

• Compliance Shift: Our relationships with top Portfolio Managers in the country enable us to offer diverse and flexible investment options. This allows advisors to provide full transparency and service to their clients while maintaining recurring income streams.

• Transparency: At Legacy Financial Group, we pride ourselves on full transparency in revenue, costs, and distribution. We share all increases in revenue across the board so that everyone can enjoy the fruit of their labor.

• Ownership Opportunities: Legacy Financial Group was created to give back to advisors who want to grow with us and be part of a collaborative team culture. We are proud to offer profit-sharing and ownership opportunities for advisors who meet a minimum standard, fostering an equitable industry that supports the initiative of our team members.

• Referral Incentives: Our referral program rewards partners who help us grow, offering incentives from the corporation rather than undercutting lower-tiered advisors.

We invite you to join us in building a better, more equitable financial services industry that champions Integrity, Transparency, Sustainability, and Ownership. Interested in learning more about Legacy Financial Group? Contact us today.