About Vesta Legacy Planning
Planning for Life’s Milestones
—With Clarity & Confidence
Vesta Legacy Planning was founded by Richard Briginshaw, with the purpose of providing comprehensive financial planning to clients in a comfortable, educational and approachable manner.
A Better Approach to Financial Planning
Traditional banking left clients underinformed and overpressured. We provide personalized, unhurried guidance for a professional client experience without an hourly component.
After a decade of experience as a financial planner within the Canadian banking system, Richard determined two critical shortcomings to the planning experience: a significant and widespread shortfall of knowledge on the discipline of estate planning, and incredible pressure to see as many clients as possible, with only an hour or two allotted for each.
Supporting Executors in Need
Most executors feel overwhelmed by the task in front of them, but you don’t have to do it alone. Vesta can offer executor coaching and guidance as to what to do next, or even step in to act on your behalf.
Executor support is extremely limited by existing financial services and is rarely available to families without a very substantial net worth. This lack of support is one of the original issues that Vesta was created to help with.
Vesta tackles these issues directly, providing a personalized, detailed, and professional client experience. To better understand how we deliver on this promise, please see the “What to expect” page or Contact Us directly.
Your future deserves the time, care, and focus of a knowledgeable professional.
Certified Expert, Trusted Advisor
Richard is a certified CFP Professional in good standing, often considered the gold standard for Canadian Financial Planning and the most recognized financial planning designation in the world.
Additionally, Richard is a Trust and Estate Practitioner (TEP) associate with the Society of Trust and Estate Practitioners (STEP). Members are highly specialized in the field of inheritance and succession planning and span multiple disciplines.
Your Future Starts Today
Personalized Financial Planning & Support
Ae you ready to plan for, and improve, your legacy?
We’re here to guide you—every step of the way.
Schedule a no-obligation consultation to begin with clarity and confidence.