Create your own family business legacy, together with us.

 
IMG_header.jpg
 

Create your own family business legacy,

together with us.

 
legasus-tagline-bg.png

OUR EXPERTISE

Legasus Advisors is a boutique advisory, tax and accounting firm based in the Greater Toronto Area of Canada.

We are a robust team of family-oriented professionals who cherish the responsibility of service. Our team members have purposefully chosen to dedicate their expertise towards the countless complexities of multigenerational families and their businesses.

“

Our service methodology is focused on providing a distinguished level of intergenerational family care.

”

With a meticulous understanding of the unique circumstances of complex families, including those of entrepreneurs and professionals, we diligently design holistic strategies that address their priorities and goals of:

 

— Sustainable tax planning and structuring of family assets, including family trusts

— Succession and estate planning

— Family wealth transfers

— Next generation preparedness

— Arrangements involving cross-border and non-resident family members and assets 

 

We continue to support the family through recurring compliance requirements and the comprehensive management and governance of the family organization.  As the need arises, we also collaborate with the family’s other trusted professional advisors or other subject matter specialists engaged through our extensive network of professional affiliates. 

K & Associates LLP, an Ontario limited liability partnership, is a licensed firm of Chartered Professional Accountants under which our public accounting services are provided.

markus-spiske-1v53-nDOei4-unsplash.jpg

OUR CORE VALUES 

 

The core values that guide our long-lasting client relationships:

 

Respect for tradition

Focus on the family

Work with rhythm

Lead with curiosity

OUR CLIENT CARE TEAM

 

Keith Kwan

As a conscientious family business advisor for over 25 years, Keith is entrusted by entrepreneurial and multigenerational families to help them with building sustainable strategies that address their long-term goals.  He is respected for his deep thought-leadership on succession planning for families with complex dynamics, particularly those with a traditional culture and where the communication between generations is commonly constrained.  

During his extended tenure with several of Canada’s prominent accounting firms, he served mid-market private clients and held various national and regional leadership roles in complementary areas of discipline.

Keith is an avid fireside mentor and has inspired over a thousand young professionals through Ontario post-secondary business schools and Chartered Professional Accountants of Ontario.  Volunteering became an important part of Keith at a very young age. His extensive community leadership has been recognized by the University of Toronto and the United Nations.

KEITH KWAN, partner

Kenny Leung

Kenny graduated from the University of Toronto Scarborough and started his career in public accounting with PwC in 2011. Aligned with his passion for working with private businesses, he then joined MNP, one of Canada’s leading national accounting firms for private enterprises, where he worked closely with owner-managed clients in the markets of real estate, manufacturing, distribution, and consumer products and services. He also led student recruiting programs to help build and train the next group of young staff accountants. 

Kenny continues to use his professional expertise in taxation, accounting, assurance and other advisory services to help family businesses as they navigate their current challenges and future obstacles ahead.   

He is an active member of the Chinese community of Toronto.  His passion includes working with youth and mentoring the next generation of students and young professionals who aspire to become professional accountants.  He also co-founded a professionals’ community group that helps youth develop important skills for their future workplace.

KENNY LEUNG, partner

Vicki Chan

Vicki is a seasoned Chartered Professional Accountant with a strong foundation in public accounting. She graduated from the University of Toronto Scarborough and began her career in 2010. After joining MNP, one of Canada’s leading national accounting firms for private enterprises, she has cultivated over a decade of experience providing comprehensive accounting, tax, and advisory solutions to clients across diverse industries, including professional services, family offices, investments, real estate, manufacturing, and distribution.

Vicki is deeply committed to understanding her clients’ unique goals and needs. She delivers tailored accounting and business solutions, empowering them to focus on growth and long-term success. Her supportive and approachable demeanor enables her to explain complex financial information clearly, fostering informed decision-making.

VICKI CHAN, senior manager

Janice Lai

Janice obtained her Bachelor of Business Administration degree from Brock University and an Accounting Diploma from Seneca College. Her professional experience encompasses administrative management, operations process improvement and event coordination within both commercial and non-profit organizations.

Throughout her career, Janice has actively volunteered and contributed to various community initiatives. In particular, she served as an advisor in Junior Chamber International Apex, demonstrating her leadership and organizational skills. She remains committed to community development and continues to host community projects and provide project management training to young individuals.

JANICE LAI, project coordinator

CONTACT US

 

105 West Beaver Creek Road, Unit 9-10

Richmond Hill, ON L4B 1C6

Tel (905) 887-0877

Fax 1 (855) 351-4169