As a partnership focused on the needs and goals of our clients, we use the knowledge we have gained over 30 years in the investment industry to help our clients reach their financial potential.
Trevor Polay CIM PFP FCSI – Senior Investment Advisor
Trevor Polay is an expert in investment strategy and retirement cash flow. With over 23 years of investing for some of the most recognizable names in Western Canada, he has earned the Canadian Investment Manager (CIM®), Personal Financial Planner (PFP®) designations and is a Fellow of the Canadian Securities Institute (FCSI®). Trevor creates investment portfolios which help to protect and grow client’s wealth using the most sophisticated investment offerings available. Our independence means that Trevor can create investment solutions that are best-suited for our clients, rather than selling proprietary products.
Devan Legare CFP CPA CMA – Investment Advisor, Certified Financial Planner
Devan Legare brings years of experience in financial planning, with a specific focus on how taxes affect client’s short and long-term goals. Having earned the Certified Financial Planning (CFP®), Certified Management Accountant (CMA®) and Chartered Professional Accountant (CPA®) designations, he is qualified to help families and small businesses create tax effective strategies for their investments. Having created more than 1,000 financial plans for people from all walks of life, our clients feel comfortable that the blueprint Devan creates is achievable and functional to help achieve their goals.
Zobi Kons – Executive Assistant
Zobi has extensive experience in the financial services industry, spending years as a personal banker. Zobi brings a wealth of experience and will be the primary point of contact for clients. Zobi is also in charge of marketing and client events and administration of client accounts.
Our team’s complementary skill sets have helped thousands of clients over the years, and we believe that we are well positioned to help families who share our vision of financial stability and open communication.
Investment Industry Regulatory Organization of Canada (IIROC)
Our regulatory body, IIROC, has a database which tracks any complaints, concerns or restrictions on Financial Advisors operating in Canada. It is critical for every potential client to review an advisors record before choosing that person to be your advisor. Please see the report printed on September 19, 2016 for Devan and Trevor. You can check the status of any advisor by going to this link and searching by name. While most of the information is interesting, pay special attention to the "Terms and Conditions" page (page 3 in both documents to the right). If you note any conditions such as "under close supervision" or "under investigation" you can do some further digging to determine if that individual is right for you. We are happy to report that Trevor and Devan do not have any terms or conditions to disclose.
Our team of dedicated advisors is ready to help you with expertise and understanding. Please give us a call to find out more about how our experience improves the lives of our clients. You can reach us at (403) 220-9808 or by email and we will respond to your inquiry within 1 business day.