Partner Spotlight: Legacy Life Insurance Tailored Financial Solutions for Oil & Gas Business Owners

We’re proud to welcome Legacy Life Insurance and Jean Paul Fouillard as an official partner of Contractor Group!

As a third-generation oil and gas industry professional turned elite financial advisor with Sun Life, Jean Paul brings something unique to the table financial solutions built specifically for the needs of business owners. His deep industry roots, paired with firsthand experience managing large-scale operations and launching successful startups, make him the perfect guide for business owners looking to protect and grow their legacy.

What Legacy Life Offers Contractor Group Members

Jean Paul and his team have developed a holistic planning process that gives our members more than just insurance, they provide insight, clarity, and a path forward.

Here’s what members can expect:

✅ Complimentary Financial Plan

This no-obligation plan includes two in-depth meetings, a discovery session and a personalized presentation, with 2–4 hours of detailed planning in between. This offers a powerful visual of your current estate and what it could look like post-recommendations, often showing substantial tax savings and enhanced estate value that most clients never imagined were possible.

✅ Preferred Member Rates on High-Impact Financial Solutions

All strategies and services are available at exclusive Contractor Group member rates, including:

• Asset-Based Insurance Solutions

  Insurance is used as a tool to create strategic tax advantages, especially in areas where traditional methods fall short like RRSPs, TFSAs, and real estate. These strategies are designed for affluent business owners looking to eliminate tax and maximize wealth transfer.

• Tax-Deferred Investment Vehicles

  Using corporate class mutual funds, Jean Paul’s team creates growth strategies that don't disrupt cash flow. These vehicles are especially valuable in today’s environment, where tax on investment growth is one of the biggest financial challenges for professionals and business owners alike.

The Legacy Life Mission

“To create exceptional value for my clients through an extraordinary service experience that makes planning for all their tomorrow’s comfortable, enlightening, and fun.”

— Jean Paul Fouillard

Why it Matters

Legacy Life understands the unique financial realities of oil and gas business owners. They speak your language, know your challenges, and can uncover opportunities that typical financial advisors overlook.

Ready to discover what your future could look like?.

Connect with Legacy Life Insurance today and unlock the exclusive financial opportunities available to Contractor Group members.

📩 Email us at info@contractorgroup.org