Your Legacy plan deserves personal attention
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CONCIERGE SERVICES | YOUR LEGACY PLAN CUSTODIAN
 
As a busy and successful professional, finding the time to set aside and oversee your own financial interests, is often at the mercy of having to work endlessly, in the business, itself and there never seems to be enough time to work on what matter most, your legacy plan.

Budovitch Legacy Planning Inc. understands that this is a significant barrier to achieving financial independence and certainty about your legacy. That's why we’ve created our exclusive 'Concierge Service' for all our clients. It’s more than just peace of mind—it’s having a dedicated custodian as your Legacy Plan concierge, so you can relax and truly enjoy life.
PERSONAL SERVICE 

Your professional business often steals time from your personal life, your loved ones, and your lifestyle interests. As a result, you’re left with a disorganized file drawer filled with statements, contracts, notes, and business cards—everything meant to be addressed when you find the time. But does that ever really happen? Our personal service gives you back precious time, allowing you to enjoy the fruits of your success.

Now, you can access an exclusive service we offer to all our clients—a personal service that rewards you every day.
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PORTFOLIO X-RAY ANALYSIS 
Budovitch Legacy Planning Concierge Services, takes over where you left off.  We will extract from your “files” all relevant and critical information about your available assets. We will review them in intimate detail and conduct an “x-ray” analysis of their performance, the past, their present value and what you can expect in the future.
We will share with you our findings and present recommendations that align to your objectives and, most of all, offer a solution that gives you back precious time, to enjoy the fruits of your success and life itself.
the CONTINUOUS DAY TO DAY MANAGEMENT 

We will simplify complex statements and deliver a full and comprehensive understanding of what impact your current money is having on your assets and share with you the “what if you do nothing”, the “what if you do the wrong thing”, and the “what if you make the right choice”, scenario's.

Furthermore, Budovitch Legacy Planning “Concierge Services” ™, provides for an entire inventory portfolio of all of your personal assets, investment assets and portfolio data, financial institution accounts and records, life insurance and health policies; personal and business legal documentation and credit card data. We are in short, the custodian of your entire financial portfolio and archive. The data is held in a secure server and is also held in bond , with our legal representatives, for duplicate security.
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LIFETIME CONTROL

Budovitch Legacy Planning's Concierge Service™ is a fully comprehensive program offered exclusively to every client, with no monthly or annual charges, as long as the client remains a policyholder or investor.

Budovitch Legacy Planning's Concierge Service™ exemplifies the promise of clarity, commitment, certainty, and control, delivered to each and every client—every day.
Contact Us

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[fa icon="phone"]  1.416.849.1337

[fa icon="envelope"] info@budovitch.ca 

[fa icon="home"] 1700 Langstaff Road, Suite 1001, Concord ON L4K 3S3

BUDOVITCH LEGACY PLANNING INC.

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Copyright 2025 | Budovitch Legacy Planning Inc.
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