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Team
Legacy Insurance Agency Inc. is managed and operated by its founders and partners. We share combined industry experience of over 75 years.
Broad experience in both Insurance and Financial issues coupled with active relationships with numerous major Canadian and International Insurance and Financial institutions are key factors that enable our clients to build their trust with us.
 Sam Catalano, C.S.A.
Partner, Branch Manager
Sam graduated in industrial engineering in 1982. His insurance and financial career began in 1986, when he joined a major insurance company. As a multi-licensed broker and member of The Financial Advisors Association of Canada (Advocis) and licensed mutual funds broker, Sam specializes in investments, estate & retirement planning, life & and disability insurance.
His mandate is servicing the financial needs of individuals, families and companies with special attention to tax savings. Sam has developed relationships with major financial companies, both Canadian and international. This gives him the opportunity to create highly customized services for his clients.
Running a successful business, while married with 5 children, there is very little free time for Sam. Still, if he is not working, or having fun with his large family, he takes every moment for his third love - after family and business - golf.
 Tony Francis, F.L.M.I., CLU
Partner
Qualified as a Fellow of the Chartered Insurance Institute - London, U.K., Fellow of the Life Management Institute - Atlanta, GA and as a Chartered Life Underwriter - CLU Institute, Toronto, Tony is uniquely qualified to take care of the insurance and financial needs of his clients. Along with 20 years of administrative management experience within the life insurance industry, Tony then spent 7 years as an agent representing a major insurer. Now, as an Independent Broker, Tony's approach is to complement the services provided by lawyers, accountants and tax specialists to complete the help his clients receive.
Tony considers his mandate that of protecting his clients if they die too soon, live too long or live disabled.
Married with 5 children, Tony contributed most of his spare time involved in community associations and local parish activities. He is active with the Credit Valley Civitan Club, volunteering countless hours to fund-raising for worthy causes.
 Bryan Francis
Insurance and Investment Advisor
Bryan followed his father Tony into the same field as a professional insurance and finacial advisor. He joined Legacy after university, in 1997.
Bryan is an avid and accomplished golfer, and is building his clientele among his peer group. Married and a new father, his expertise is helping young professionals to reach for their financial goals through disciplined investment and insurance planning.
 Rose Bertolas
Office Manager
Building on her extensive knowledge of insurance and financial industries, and with her human relations and administrative skills, Rose manages the smooth day-to-day operations of our brokerage.
She is a liaison between our clients, our brokers and our partners.
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