About

As the President of Legaci Financial Solutions Inc., I have built a team that has the experience, expertise and longevity to mentor you on this journey to achieving your goals.

Working with me will help you make informed financial decisions. Let me help you build your savings, protect your family from unexpected financial burdens, and retire your way. 

Since I began my career in 2009, helping Clients understand their personal situation and build a holistic strategy towards generational wealth has been my passion. It’s the reason I began my career in finance.

As a Chartered Life Underwriter, I specialize in insurance, estate planning and wealth transfer strategies. Let's begin your legacy.

I began as an administrative assistant for a non-profit in Toronto; learning the fundamentals of organization and clerical duties. Eventually, I moved to Kitchener-Waterloo where I managed a restaurant for a number of years. I found great satisfaction working in a team environment and interacting with customers. In addition, this position allowed me the opportunity to learn about aspects of business operation and human resource management.

Currently I oversee the operations and administrative duties at our office in Belmont Village. My goal is to ensure you are provided top notch service at every turn. Stop by and say hi to me at the front desk!

I began my career in the financial industry 18 years ago; since then, I have had the opportunity to work with several firms, where I learned the fundamentals of organization, clerical duties and administrative operations.

In 2024 I joined the team at Grieco & Sachs. My primary responsibility is to manage the wealth desk operations and provide Clients with top-notch service.

As an Administrative Assistant I bring nearly two decades of experience in the field, and an unwavering commitment to our company’s vision and passion to assist you on your financial journey.

When I am not working you can find me making memories with my 4-year-old son and discovering new foods. 

Amanda is the friendly face at our front desk! As our receptionist and administrator, she is here to welcome you with a smile and handle our daily office support. Amanda loves helping people and ensures everyone who walks through our doors or calls in has a great experience.

After a few years absent from the industry, Miguel has returned to pursue his career in the finance and insurance field. He is looking forward to servicing Clients, assisting with financial guidance and supporting the team as an advisor assistant.