Legacy Fund Limited · Established 2011
"Our initiative not only holds immense promise for Belize, but also presents opportunities for economic growth and innovation beyond our borders."
Ervin M. Perez
Founding Partner · Managing Director
Our Journey
From shared vision to a national capital market.
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2011 — The Founding
A vision born at ScotiaBank.
Founded in 2011, our company was born out of the shared vision of Mr. Ervin M. Perez and Mr. Shaun Finnetty, who met while working at ScotiaBank. Concerned about the future of Belize and inspired by the desire to leave a legacy for their children, they delved into discussions about making a positive difference.
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2012 — The First Market
A trading market, and Belize's first municipal bond.
Mr. Perez's passion for finance and markets, combined with Mr. Finnetty's strategic thinking, led them to establish a trading market in 2012. They aimed to raise capital through an IPO, providing entrepreneurs the resources to fuel their ventures and creating an ecosystem that would empower individuals, foster innovation and drive economic growth. Overcoming challenges, they introduced the concept of municipal bonds — transforming municipal revenue into liquid assets. Belize City Council took the courageous step of embracing this new financial approach, paving the way for expansion into St. Catherines.
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2012 – 2021 — Building the Framework
A decade of advocacy for market infrastructure.
From 2012 to 2021, Mr. Perez diligently lobbied for legislation to build the infrastructure for a liquid market in Belize. Recognising the importance of supportive laws and regulations, he tirelessly advocated for change — laying the foundations on which the country's capital market now stands.
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Today — Legacy & Alpha
Collaborating to build a thriving capital market.
Today, our company — known as Legacy — collaborates with Alpha, our sister company, to establish a thriving capital market. This initiative not only holds immense promise for Belize, but also presents opportunities for economic growth and innovation beyond its borders.
Meet Our Founders
Ervin M. Perez
Founding Partner · Managing Director
From a shared vision formed at ScotiaBank to the nation's first municipal bond issuances and a decade of legislative advocacy, Mr. Perez has guided Legacy's mission: to leave a better world behind by building the financial infrastructure Belize deserves — and to open doors for growth far beyond its borders.
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