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Heera Singh
President & Ceo; Senior Financial Planner at Legacy Wealth Advisors
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Work Experience
President & Ceo; Senior Financial Planner
Feb 2015 - Present · 9 years and 10 months
Mortgage Specialist
Apr 2023 - Present · 1 years and 8 months
Self-employed
Real Estate Developer & Investor
Jun 2015 - Present · 9 years and 6 months
Company Details
11-50 Employees
Legacy Wealth Advisors is a completely client-focused financial company founded on the principals of providing clients with an elite advisory experience, while empowering them to achieve financial independence. We are focused on providing clients with the knowledge and resources they need to make informed decisions and have a clear path to building their Legacy. We use a customer relationship model which enables us to put our clients first and provide them with experienced financial advice and a personalized strategy to help them achieve their goals. Our Advisors are expected to maintain the highest level of integrity, while maintaining both an ethical and fiduciary responsibility in assisting you in Enriching Your Today, while Securing your Tomorrow.
Year Founded
2015
Social Media
Linkedin
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
5 Melanie Dr Brampton, Ontario L6T, CA
Keywords
Financial PlanningRetirement PlanningEstate PlanningInvestment PlanningCorporate Insurance and Tax StrategiesGroup Insuranceand High Net Worth Asset & Estate Strategieswealth managementsavings and debtspiritual upbringing
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