“The Strategic Legacy Solution® approach has saved our organization thousands of dollars. They are very thorough and professional, successfully coordinating a plan with our legal and accounting advisors that enabled us to benefit from a comprehensive approach. The Core Foundation® always focused on our needs. The Strategic Legacies team delivers results,”
Larry Vander Baaren, President Established in 1981, Hendrix provides a full range of food services equipment and supplies for both commercial and retail customers from their outlets in Ottawa, Kingston, Peterborough and Brockville. They pride themselves in the quality service provided at their outlets and through their experienced sales representatives throughout Eastern Ontario. |
"We were impressed with the professionalism and thoroughness of the Strategic Legacies team. Through The Core Foundation®, they identified a problem that we didn't realize we had, some aspects of which were quite significant. They isolated the need and developed a plan, which we as a group were relieved to have. Their diligence in providing the necessary information was unrelenting and exhaustive. The Strategic Legacy Solution®, particularly Harmonizing Solutions-The Portfolio Quarterback®, tailored a plan to meet our needs and left us with increased peace of mind."
Scot Birnie, President After several years as a Partner and General Sales Manager of Riverside Pontiac Auto Plaza in Prescott, Ontario, Scott purchased Riverside Ford in Brockville, Ontario. Under Scot’s leadership, the new Ford dealership prides itself in excellent customer sales and service. |
“Strategic Legacies has demonstrated a unique ability to properly structure an effective solution under Section 148 of the Canadian Income Tax Act, that can offset the amount of estate taxes owed by individuals. Brian U’Ren listens to his clients needs, and through The Strategic Legacy Solution® process, implements a plan tailored specifically to those needs. I would recommend his services to anyone.”
Mr. Alan Morgan C.A. Mr. Morgan retired in 1995 after 40 years in public practice. His clients were primarily ownermanaged businesses. He has served as Treasurer of the United Way of Leeds and Grenville for 46 years, as well as Treasurer of the Brockville Rotary Club and First Baptist Church. |
“One of the best business decisions I have made was to engage Strategic Legacies Inc. Through the Strategic Legacy Solution®, we saved thousands of dollars. The process always focused on us; our obstacles, opportunities, goals and strengths. The Compatibility Evaluation® gave us the ability to truly measure our situation. Strategic Legacies Inc. guaranteed us results and delivered them.”
John Beckstead, President With over 18 years experience in the automation and lighting components field, John established J.S. Design and Sales in 2001 as a solution oriented company providing clients with full package turnkey systems. Their services include design, hardware and full installation for engineering consultants, commercial and industrial clientele throughout Eastern Ontario. |
“I have known Brian U’Ren since 1992, both professionally and personally. He is an energetic, honest, hard worker who has the best interests of his clients in mind. I would highly recommend him to investigate potential avenues with respect to your concerns. He is very thorough and professional with his work. Over the years Strategic Legacies comprehensive follow up process “The Ongoing Monitor®” has provided me with the security of knowing that my plan has been, and will be, adapted to meet my changing needs. Any inquiries concerning Brian would be welcomed.”
Dr. Kim Hansen, B.Sc., D.D.S. Dr. Kim Hansen established his dental practice in Prescott in 1985 and it has grown steadily ever since. He takes pride in providing top quality dentistry in an affordable manner to all patients. Providing all aspects of general dentistry, he enjoys working with all ages, from 3 to 93. |
“The Strategic Legacies team delivers results. Their approach using The Strategic Legacy Solution® is thorough and professional, as well as concise and easy to understand, and it works. It’s all about you, the customer. They deliver on what they promise and The Ongoing Monitor® provides follow-up on a regular basis. Strategic Legacies Inc. has the ability to save individuals and businesses thousands of dollars in potential tax liabilities. Their creativity is well worth your time and effort.”
Mary Molony, Chartered Accountant U-Pak Disposals is a family run Waste Disposal and Recycling company, located in Etobicoke, Ontario. For the last 35 years they have provided large commercial and industrial customers across Canada with one-stop solutions for all waste, recycling and environmental concerns. |
“I have worked with Brian U’Ren on many large engagements in this area since 1999. He has consistently shown considerable creativity and innovation in the application of his approach. He has always demonstrated a high degree of thoroughness and professionalism.”
Hugh Thorne, Managing Tax Partner Hugh Thorne is Managing Tax Partner with McDonald, Thorne & Associates. |
“I agreed to let Strategic Legacies team analyze my existing life insurance policy, which had been in force for several years. The Strategic Legacy Solution® was instrumental in getting the existing insurance company to amend my contract. This resulted in thousands of dollars being saved. The Strategic Legacy Solution® really does ‘add value’.”
William Fraser, Past President William (Bill) Fraser is past President of CompAS Electronics. In his retirement he is presently serving as Vice Chairman of Community Ventures Capital Fund Inc., a venture capital fund serving Eastern Ontario small business owners seeking equity capital. |
“I have known Brian U’Ren for several years, both personally and professionally. In 1996 we did a seminar together on Corporate Share Redemption. Strategic Legacies Inc. has consistently demonstrated new and creative methods for businesses and retirees. Their approach to business and estate conservation planning through the Strategic Legacy Solution® is ethical and professional.”
Paul J. Fournier, Barrister, Solicitor Paul practices law in partnership with Henderson, Johnston, Fournier. He conducts a general practice with an emphasis in business law. |
"I first met with Brian in 2001. At the beginning I literally had investments everywhere. The Strategic Legacy Solution® approach was new and quite impressive. I particularly liked that The Core Foundation® allows others to see through my eyes. There were a lot of changes after The Strategic Legacy Solution®, all for the better. Now I feel my needs are better served, and this makes me feel stronger. Brian makes you feel very comfortable; you begin by talking to a stranger and soon realize you have a trusted advisor."
Marilyn Taylor Marilyn Taylor is enjoying retirement after a business career as a secretary and Executive Assistant. |