Generational Wealth Strategies Grounded in Real Values

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604-375-7638 / lance@heritagelegacy.ca

Financial Stewardship

Rooted in Legacy Values

Retirement & Legacy Building

We’re here to help you turn your savings, pensions, and government benefits into a clear, sustainable plan you can understand and trust. Together, we’ll map out when to draw from which accounts, how to manage market ups and downs, and how to protect your lifestyle so you can enjoy your years ahead with confidence.

It’s not too late to prepare. Book a retirement call with Lance.

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Families & Investments

The unexpected can disrupt even the best financial situations. A properly prepared financial plan ensures that you and your family have appropriate coverage in place—without paying for things you do not need. Using tools such as life insurance, critical illness and travel insurance, and accident and sickness coverage, we work to protect your income, your estate, and the people who depend on you, so that one event does not undo a lifetime of work.

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Tax & Estate Planning

Tax and Estate preparation at Heritage Legacy Financial is about organizing your accounts, beneficiary designations, and documents so that your wishes are clear and the transition to your loved ones is as smooth and tax-efficient as possible. We coordinate registered and non-registered assets, consider provincial rules in Alberta and BC, and help you work effectively with your legal and tax professionals to protect you and your estate.

Schedule a Free Estate CHeck-UP

Meet Lance

I’ve spent my career in financial services—across life insurance, lending, mortgages, investments, and the financial leadership of a private firm—helping Canadians make sense of their money and their options. Today, as a Designated Financial Advisor registered in Alberta and British Columbia, I assist those who want to protect what they’ve built, enjoy a confident retirement, and pass on a meaningful legacy to their families.

My approach is simple: I listen first, take the time to understand your life and concerns, and then build a careful, practical plan using the right mix of insurance and investment tools. My role is to be a steward of your financial wellbeing—offering patient, detailed guidance so your decisions are clear, your risks are managed, and your family is looked after in the years ahead.