Legacy Group The
54Developing15 Cadillac Ave, Victoria, BC V8Z 1T3, Canada
Last updated September 2026
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Legacy Group provides financial, estate, retirement, and business planning services in Victoria, BC. In business since 1987 with over 50 years of combined advisor experience.
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Legacy Group specializes in conservative retirement and estate planning, offering a broad range of financial services designed to give clients peace of mind about their financial future. Since 1987, their experienced advisors have worked with clients to develop personalized plans that address retirement income, estate matters, tax planning, and insurance needs.
The firm emphasizes giving clients the tools and time needed to make informed decisions about their financial future. They serve individuals seeking to maximize their investments and create the future they envision without financial limitations.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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Who This Provider Is Best For
- Retirees planning retirement income and estates
- Families organizing financial planning for retirement years
- Business owners planning for succession and retirement
Languages Supported
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Photos via Google Maps
Google Reviews
See all reviews on Google5.0
8 Google reviews
Summary of Google Reviews
Summarized by Senior Care Path from Legacy Group The's Google rating and recent reviews. Confirm specifics with the provider.
Legacy Group The holds an excellent 5.0-star rating across 8 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Most recent reviews
Marie Meredith
a month ago · via Google
Greg Shearing of the Legacy Group in Victoria, BC has been our financial adviser since 2008, and we trust him completely. He’s attentive, consistent, and always available, giving us the same steady, supportive guidance whether markets are calm or volatile. He takes the time to make sure we understand our options and always has our best interests at heart. After nearly two decades, we never feel like just another account. We’re grateful to have Greg looking out for us and our investments, and we’d highly recommend him to anyone looking for an advisor they can truly rely on.
r k
2 months ago · via Google
We’ve been with the Legacy Group for many years now and have always been pleased with our portfolio performance. Rob and Greg provide a unique personalized investment service, very unlike the larger institutions, and make you feel that they genuinely care for your well being through all stages of life and financial growth.
Peter Hunt
3 months ago · via Google
We’ve been working with Greg Shearing at The Legacy Group for nearly four years, and we couldn’t be happier with the experience. Greg takes a conservative, long-term approach to portfolio management that aligns perfectly with our goals, and the results have been consistently strong. What sets Greg apart is how he handles the relationship side of things. He’s easy to communicate with, readily available when we need to talk, and takes our concerns seriously. We never feel like just another account; he’s attentive, thoughtful, and clearly invested in our financial wellbeing. It feels like a real relationship with someone we can trust. If you’re looking for a wealth manager who combines solid performance with real personal care and trust, Greg is the right person. Highly recommend.
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
15 Cadillac Ave, Victoria, BC V8Z 1T3, Canada
Also serves
- Victoria, BC
Frequently Asked Questions
What services does Legacy Group The offer?
Legacy Group The is a financial planning provider in Victoria, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with Legacy Group The?
Send a request through the form on this page with your name, email and phone. We pass it to Legacy Group The so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Victoria. It is free, with no pressure.
Is Legacy Group The verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.