About The Company
Legacy Capital Life was founded in 2025, following decades of combined experience at the intersection of technology, entrepreneurship, and complex financial planning. Through that work, we identified a clear gap—entrepreneurs and Canada's most discerning families often lacked access to the deeply coordinated, tax-aware strategies needed to manage and transfer substantial wealth with complete confidence.
That insight became the foundation of our firm.
Advanced wealth preservation and bespoke corporate asset protection remain central to our work today. Building on this foundation, our practice delivers comprehensive estate coordination, asset optimization, and strategic insurance solutions for high-net-worth individuals, families, and business owners across Canada.
As we’ve grown, we have been intentional in establishing a network of trusted professionals capable of supporting all insurance and wealth management needs for individuals and corporations, guided by a consistent philosophy and approach. This network is modular by design—we are equally comfortable working alongside a client's existing advisory team (such as corporate accountants or legal counsel) and selectively adding the expertise required to strengthen their overall plan. At the same time, we possess the deep experience and specialized expertise needed to seamlessly step in as primary advisors, confidently guiding and educating families who may be entirely new to advanced intergenerational wealth structures.
At Legacy Capital Life, our approach is grounded in experience, shaped by real-world challenges, and focused on delivering practical, thoughtful frameworks designed to protect your legacy, minimize risk exposure, and ensure true intergenerational security.
Founders Story
Conrad Guziewicz is a Co-Founder of Legacy Capital Life and the firm's serial entrepreneur, providing strategic vision and practical entrepreneurial experience. He helped shape the firm's compliance-first operational framework at the intersection of wealth preservation and estate planning, and he has applied the firm's proven process of discovery, bespoke design, coordinated implementation, and ongoing stewardship to his own affairs and those of his family. At Legacy Capital Life, Conrad brings real-world business and investment perspectives to corporate strategy and focuses on practical implementation.
Conrad began his career as a technology executive in Silicon Valley and retired early after several successful initial public offerings. He turned to real estate and development, founding Sandbank Homes and leading major projects including Wellington on the Lake in Prince Edward County, a roughly 700-home plus community, and Wellington Bay Estates. He also developed the Prince Edward County Innovation Centre in Picton, converting a former outdated building into a Medical Center and an incubator that provided seed capital, mentoring, and office space for multiple startups. Conrad remains active in regional economic and community development and advocates for solutions that support jobs, housing, and intergenerational wealth preservation.
Legacy Capital Life was founded to protect intergenerational wealth through a rigorous, compliance-first framework. The firm leverages advanced corporate-owned life insurance structures and a disciplined, repeatable process of discovery, bespoke insurance design, coordinated implementation, and ongoing stewardship to deliver durable outcomes tailored to each family. That foundational approach has been tested on early clients and internal stakeholders and serves as the bedrock of the firm's work today. Strategic oversight and vision guide the practice while day-to-day operations, client delivery, and ongoing stewardship are managed by an experienced executive team committed to practical, long-term results.
Mission: To design and implement sophisticated strategies that preserve wealth and reduce tax exposure.
Approach: Comprehensive assessment, tailored strategy, continuous review.
- Discovery: In-depth financial, tax and family-governance review with trusted advisors.
- Design: Custom tax-efficient structures, succession frameworks, and asset-protection plans.
- Implementation: Coordinated execution with accountants, lawyers and trustees to ensure legal and tax certainty.
- Ongoing stewardship: Regular reviews and adjustments to respond to tax law changes and family needs.
Why we matter
- Deep Specialization: We possess deep expertise in Canadian tax architecture tailored for entrepreneurs and intergenerational families.
- Dedicated Stewardship: Our focus remains on preserving legacy, maintaining flexibility, and fostering intergenerational prosperity through white-glove, discreet service
- Absolute Certainty: By coordinating execution across legal, accounting, and trustee partners, we ensure that every strategy maintains full tax and legal compliance.
- Unbiased Advocacy: We operate with full independence, unconstrained by ties to any single bank, financial institution, or product provider. This autonomy allows us to prioritize your interests above all else, ensuring we design and source the optimal solution for your unique needs and market position.
Executive Team
We are the primary operators responsible for the daily management and realization of the Legacy Capital Life framework. While our founders establish the strategic vision, our dedicated team serves as the central hub for all ongoing client engagement.
We bridge the gap between high-level tax planning and practical, day-to-day operations by coordinating directly with your legal and financial advisors to ensure your objectives are effectively implemented.
Victoria Pimentel, CCO
Principal of Client Advisory
Victoria is a trusted client advisory leader with a people-centered, strategic approach. With a background in communications and stakeholder engagement, she translates complex needs into clear, practical guidance and builds long-term relationships based on trust and transparency. Victoria creates advisory experiences that align clients' immediate priorities with their long-term goals.
Nemanja Medic, BBA, CSC ®
Strategic Partnerships Lead
Nemanja brings a decade of experience building relationships and delivering tailored, client-focused solutions across North America. As Strategic Partnerships Lead, he specializes in forming strategic alliances and designing wealth-preservation strategies for high-net-worth clients and families, combining financial expertise with a collaborative, solutions-first approach.
Rebecca Campbell
Client Operations & Confidential Services
Rebecca blends strong organizational skills with a warm, client-first approach. In Client Operations & Confidential Services she is known for discretion, meticulous attention to detail, and ensuring a seamless, supportive client experience while keeping operations running smoothly.