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Legacy Builder Financial

Appointment

About Us

Your Trusted Partner for Financial Success

Helping Individuals, Families, and Business Owners Build, Protect, and Preserve Their Wealth

At Legacy Builder Financial, we believe that financial planning is about more than numbers—it’s about helping people achieve their dreams with confidence. Whether you’re planning for retirement, saving for your children’s education, purchasing a home, protecting your family, or growing your business, we’re committed to providing personalized strategies that support your unique goals.

Our approach is built on trust, education, and long-term relationships. We take the time to understand your financial situation, explain your options clearly, and develop customized solutions that evolve as your life and priorities change.

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Our Team

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Jalal Jamshidy

Jalal Jamshidy

CEO
Jonathan Rosenberg

Jonathan Rosenberg

Senior Financial Associate
Jonathan Rosenberg is a Senior Financial Associate with expertise in education savings, life insurance, critical illness coverage, and investment solutions. Drawing on a collaborative background in the creative industries, he is committed to helping clients understand their options and develop financial strategies that align with their goals and future aspirations.
Sadam Panah

Sadam Panah

Licensed LLQP Financial & Real Estate Professional
Sadam Panah is a licensed LLQP Financial Advisor and Realtor dedicated to helping individuals and families build financial security through personalized planning, insurance solutions, and real estate guidance. With a Master of Applied Politics from Wilfrid Laurier University, he combines strategic thinking with a client-first approach to support long-term wealth and financial success.

Why Choose Legacy Builder Financial?

  • Personalized Financial Strategies

We create financial plans based on your goals, lifestyle, and future aspirations—not one-size-fits-all solutions.

  • Long-Term Relationships

We’re committed to supporting you through every stage of life, from buying your first home to planning your retirement and leaving a lasting legacy.

  • Comprehensive Solutions

From investments and insurance to mortgages and business planning, we provide integrated financial strategies under one roof.

  • Education First

We believe informed clients make better financial decisions. That’s why we focus on explaining your options clearly and helping you understand every recommendation.

  • Client-Focused Service

Your success is our priority. We measure our success by the confidence and financial security our clients achieve.