Questions and answers
Clear answers about how SHE Legacy works, who we work with and how to get started.
What does SHE Legacy Private Wealth Management do?
SHE Legacy is a fee-only financial planning and consulting firm based in Ottawa. It offers financial, retirement, estate and legacy planning, business succession and wealth transfer planning, small business consulting, and financial education.
Who does SHE Legacy work with?
Women, families, newcomers to Canada, multicultural communities, professionals, retirees and small business owners across Canada, as well as clients in Mauritius, the UK, the UAE and other locations.
How does SHE Legacy charge for its services?
SHE Legacy is a fee-only firm offering independent, unbiased guidance. Consultations are $30 for 15 minutes, $50 for 30 minutes and $150 for 60 minutes, in Canadian dollars, tax included. For other work, please ask about fees when you book, so you know exactly what to expect before you begin.
What is your cancellation policy?
SHE Legacy has a 48-hour cancellation policy. Appointments cancelled less than 48 hours before are not refunded.
Who is Roshni Laullooa?
Roshni Laullooa is the founder of SHE Legacy Private Wealth Management. She has more than 26 years of experience in financial services, consulting, client advocacy and community leadership.
Which languages can I use?
Services are available in English, French, Mauritian Creole and Hindi.
Do you provide legal advice or prepare wills?
Legal services are provided by qualified lawyers. SHE Legacy coordinates with estate, family and business lawyers so that your financial strategy and your legal documents stay aligned. You remain free to choose your own professionals.
Can you help with probate or settling an estate?
Yes. SHE Legacy offers guidance and coordination for executors and families through probate and estate administration, working with qualified lawyers on the legal requirements.
Do you help business owners plan their succession?
Yes. Support includes business succession planning, intergenerational wealth transfer, exit and retirement planning for owners, family governance discussions and business valuation coordination.
Do you offer workshops?
Yes. Presentations and workshops cover financial literacy, retirement readiness, wealth building, women and money, newcomer financial success and small business finance, along with financial literacy for young people from age 12 to their teens.
How do I book a consultation?
You can book online and choose a 15, 30 or 60-minute appointment, or call +1 438 880 8711. The office is open Monday to Friday from 9:00 AM to 5:00 PM, and on Saturdays by appointment.
Where is the office?
1 Rideau Street, Château Laurier Hotel, 7th Floor, Ottawa, ON K1N 8S7.
Have another question?
Over 26 years of experience in financial services, available in English, French, Mauritian Creole and Hindi.