Our Team
James Moore, President
Senior Financial Advisor | Retirement & Estate Planning Specialist
With 38 years of experience in financial services, James is an expert in retirement and estate planning, committed to helping clients achieve their financial goals. A multiple-time qualifier for the Million Dollar Round Table, including the prestigious Court of the Table, he consistently delivers outstanding service. James also excels in recruiting, training, and developing top-tier financial advisors, building successful teams across various companies. Passionate about guiding individuals and families through complex financial planning, he ensures their legacies are preserved and their futures secured.
Tony Mak, Advisor
Advisor
Specializes in helping clients navigate financial planning with extensive knowledge of wealth planning. Tony's expertise extends to the Chinese market, allowing him to provide tailored solutions for individuals and families seeking to grow and protect their wealth. Dedicated to building lasting relationships, Tony is committed to helping clients achieve their financial goals and secure a prosperous future.
Contact Us
Better yet, see us in person!
The best way to predict the future is to create it.
The best time to start your own financial plan, is now.
Legend Financial Services Ltd.
James 780-935-4470 james@legendfinancialservices.ca Tony 587-974-0699 legendfsltd@gmail.com
