Create a legacy you are proud of
Expert Estate & Financial Planning Tailored to You
planning for your future shouldn’t be overwhelming. We guide you through estate, tax, and retirement strategies with clarity and confidence.
VESTA LEGACY PLANNING LTD. IS
Your trusted partner for personalized and comprehensive financial planning
We strive to create a comfortable and learning-first environment to help you better understand your full financial picture.
WHAT WE DO
We are experts in crafting a plan tailored to your individual needs. Some of our services:
Estate & Legacy Planning
Ensure your wishes are honored and your loved ones are protected.
Will and Trust Structuring
Executor & Power of Attorney Guidance
Tax & Probate Efficiency
Retirement Planning
Plan confidently for the retirement you deserve.
RRSP, LIRA, & RRIF Management
Pension Optimization
Tax-Efficient Withdrawal Planning
Goals-Based Financial Planning
Establish, Define, and Achieve your Goals.
In-depth Personal Goals Discussion
Detailed Financial Review
Documented Step-by-Step Action Plan
Business Succession
Smooth transitions for your business’s future.
Ownership & Asset Structuring
Lifetime Capital Gains Exemption
Business Continuity Planning
Your Future Starts Today
Let’s Craft a Plan as Unique as Your Legacy
Are you ready to secure your family’s future, your businesses future, optimizing retirement, or navigating complex taxes? We’re here to guide you—every step of the way.
Schedule a no-obligation consultation to begin with clarity and confidence.