More Than a Plan. A Promise.
About Us
We started the Legacy & Education Savings Plan (LESP) with a clear purpose: to help families prepare their children not just for school — but for life.
At our core, we believe financial planning is an act of love. It’s about more than saving for tuition or hitting a number. It’s about giving your child choices, freedom, and protection — no matter where life takes them. LESP was built to support that kind of vision.
We’re parents, financial professionals, and legacy-minded advisors who saw a gap — a need for a better way to support families who wanted more than just education savings. So we built a plan that’s flexible, powerful, and deeply personal.
What Is LESP?
LESP is a unique, all-in-one financial strategy that brings together:
Education savings — to support your child’s learning journey
Insurance protection — to provide lifelong coverage and grow wealth over time
Legacy building — to help you pass on more than just memories
It’s a flexible, tax-efficient plan that grows with your child — from their first steps to their first home, business, or big dream. And unlike traditional RESP accounts, LESP is built for real life: the kind where plans change, opportunities arise, and your child needs more than just tuition coverage.
Why We Do This
Because we know what it feels like to want the best for your children.
Because we believe every family should have access to smarter tools and long-term protection.
Because we’ve seen firsthand how one decision — made early, with love — can ripple across generations.
That’s why we don’t just offer a plan. We offer guidance. Relationships. And a commitment to helping you give your child a foundation built on love, intention, and growth.
This is your legacy, we're just here
to help you build it.
If you’re ready to plan with purpose — to give your child more than just a head start — we’d be honoured to help.
We help Canadian parents take control of their child’s future through the Legacy & Education Savings Plan (LESP) — a solution designed to build generational wealth, fund milestones and provide guaranteed, tax-advantaged growth.
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