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Your Reliable and Experienced Team

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 Photo

Trevor Polay, CIM, PFP, FCSI

Senior Investment Advisor - Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.

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 Photo

Devan Legare, CFP, CPA, CMA

Investment Advisor - Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.
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.

Erica Marsh Photo

Erica Marsh

Executive Assistant

Erica joined our team in 2017 and has been a critical part of our success. As the first point of contact for practice, Erica has formed a special relationship with each one of our clients. Beyond her amazing personality, Erica has a deep understanding of the world of finance. Erica has a commerce background and is currently working towards several financial advisory designations. We look forward to advancing her career in the financial services industry as we continue to grow our practice and clientele. 

Call 403.220.9808