Legacy Group The
54Developing15 Cadillac Ave, Victoria, BC V8Z 1T3, Canada
About
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.
Senior Care Path Summary
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 2026-07-07.
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
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
8 Google reviews
Most recent reviews
Glenn Smith
a week ago · via Google
Our family now has three generations of investors with Legacy Group; our Mum, ourselves, and now our daughter! We’ve been very happy with the service we receive from Rob, Greg, and Rya. They’re always responsive, knowledgeable, friendly and professional. Best of all the investment portfolio that they’ve recommended for us has done very well year over year and continues to grow.
r k
2 weeks 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
2 weeks 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.
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 warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
Services
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
Languages Supported
Location
15 Cadillac Ave, Victoria, BC V8Z 1T3, Canada
Also serves
- Victoria, BC