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- In 2003 Richard Bradford and Edward Turgeon co-founded LifeLegacy Wealth Management Inc., an independent, fee-based financial planning practice located in Red Deer, Alberta. Richard is a Professional Agrologist and Certified Financial Planner. Ed is a Certified Financial Planner and Chartered Investment Manager. They have over 50 years’ combined experience in the financial services industry.
- LifeLegacy™ provides advanced and fully integrated wealth planning services to a clientele of highly successful farmers, business owners and professionals throughout Central Alberta. This includes Corporate, Trust and Personal Financial Planning, on a fully integrated after-tax basis. Specializations include farm and business succession planning, retirement planning, estate planning and preservation.
- Our Mission is to provide innovative wealth management solutions to help our clients and their families achieve their business, lifestyle and legacy goals. We do this by understanding the needs of our clients, their family dynamics, their business inter-relationships, their goals and priorities. We work collaboratively with their other professionals to help them identify and evaluate options, and to make informed wealth management decisions that are in their best interest. Other professionals include accountants, lawyers, tax specialists, lending institutions, insurance specialists and private wealth portfolio managers.
Richard's professional background includes over 40 years of service to farmers, business owners and professionals, 17 years of which were in senior management positions. Coming from a dairy farm background Richard has 30 years experience in the financial services industry, both as a Financial Planner and as a Commercial Banker. For almost 6 years he served as Grains Manager in the canola processing industry, representing Canadian Oilseed Processors on the Canola Council of Canada. Previously he served 5 years with Alberta Agriculture as District Agriculturist before transitioning into the agri-business sector.
Richard provides a lead role in developing relationships with clients and their Tax and Legal Advisors. Working collaboratively with other professional advisors helps ensure that clients complex estate and wealth plans are effective and efficient. With his deep knowledge of farming life and the challenges that succession can bring, Richard remains focused on helping to preserve family legacies.
Edward Turgeon, B.Comm., FMA, CFP, CIM®, FCSI®
Ed's professional background includes over 20 years service to Alberta’s farmers and business owners; 13 years as a Certified Financial Planner and 4 years in commercial banking as Small Business & Agriculture Account Manager. Ed has attained the Certified Financial Planner designation, the Chartered Investment Manager designation and has been honored as a Fellow of Canadian Securities Institute. Ed provides comprehensive and integrated financial planning services to the clients of LifeLegacy throughout Alberta. Many of those clients are owner-managers of private corporations and have complex financial and wealth management needs. Ed’s experience and expertise in providing integrated personal and corporate plans has been noted as leading-edge by both clients and their professional Tax and Legal advisors.