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NORTH LEGACY BUILDER

Plan Ahead, Live Today

Protect What Matters the Most

OUR EXPERTISE

FINANCIAL STRATEGIES

  • Financial Needs Analysis

  • Financial Goal Setting

  • Strategies to Pursue Your Goals

RETIREMENT STRATEGIES

  • Annuities

  • Registered Retirement Savings Plans (Canada Only)

  • Tax-Free Savings Accounts (Canada Only)

INSURANCE SOLUTIONS

  • Life Insurance

  • Disability Insurance

  • Long Term Care Insurance (U.S. Only)

  • Segregated Funds (Canada Only)

  • Guaranteed Interest Accounts (Canada Only)

EDUCATION FUNDING

  • Preparing for college (U.S. Only)

  • Registered Education Savings Plans (Canada Only)

BUSINESS STRATEGIES

  • Insurance Strategies

  • Retirement Strategies

  • Executive Compensation (U.S. Only)

  • Business Continuation Programs (U.S. Only)

ESTATE PRESERVATION

  • Charitable Strategies & Trusts (U.S. Only)

  • Life Insurance Trusts (U.S. Only)

  • Wealth Replacement Trusts (U.S. Only)

  • Life Insurance (Canada Only)

  • Annuities (Canada Only)

OUR MISSION

North Legacy Builder provides an advanced financial services platform and expertise dedicated to helping you achieve your financial objectives. Our personalized financial planning strategy is designed to meet you at your current stage of life and cater to your specific goals. For individuals with an entrepreneurial drive who aspire to create wealth on their own terms, our comprehensive system and seasoned leadership enable you to establish and expand your business by serving others' needs. We are committed to making the dream of financial independence a reality.

Our team of experienced financial advisors is committed to understanding your unique financial goals and crafting personalized solutions to meet your specific needs. With NLB, you can trust that your future is in expert hands.

At North Legacy Builder, we are also actively seeking passionate professionals who share our dedication to financial empowerment. We are delighted to welcome motivated agents who are eager to make a meaningful impact in the lives of our clients. Whether you're an experienced advisor or new to the industry, NLB offers a supportive environment where you can thrive and grow. Embrace the opportunity to contribute to our mission of helping individuals and families achieve financial independence. Explore the possibilities available at NLB and begin an enriching career journey with us.
 

OUR PROVIDERS

SPECIALIZING IN PERSONALIZED FINANCIAL PLANNING & WEALTH MANAGEMENT

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JOIN OUR TEAM

Are you looking to advance your career in the financial industry? Join our team at North Legacy Builder, begin part-time, and discover a supportive environment where your professional growth is valued.
Why Join Us?
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  • Supportive Team: We prioritize collaboration and mutual success. Our team is dedicated to helping each other succeed, fostering a culture of support and learning.
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  • Continuous Learning: We offer comprehensive training programs and ongoing professional development opportunities. Stay updated with industry trends and best practices to excel in your role.
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  • Flexibility: Enjoy a flexible schedule that allows you to balance work and personal commitments effectively. Manage your time to suit your lifestyle and optimize client interactions.
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  • Meaningful Impact: As part of our team, you'll have the opportunity to make a positive impact on people's lives. Help clients secure their financial futures and promote financial literacy within our community.
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Join Us Today
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If you're passionate about helping families and eager to join a team that supports your growth and success, we want to hear from you. Explore opportunities with us and embark on a rewarding career path.
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Contact us today to learn more about joining our team and how you can contribute to our mission of financial security and client satisfaction.
Financial Report

BOOK YOUR APPOINTMENT

Ready to secure your financial future with us? Use our convenient scheduling tool below to book a personalized consultation with one of our experienced agents. Whether you're exploring new financial options or reviewing your current policies, planning to invest, a business owner, or seeking financial literacy, we're here to provide expert guidance tailored to your needs.

FREQUENTLY ASKED QUESTIONS

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