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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

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

Trevor is an esteemed Fellow of the Canadian Securities Institute and a Senior Investment Advisor who has worked in the Investment Industry for over 25 years.

He works with families and business owners to enhance their wealth, and provide financial security along with peace of mind.

Trevor believes that the cornerstone to a great relationship with his clients is honest and open communication. He has a reputation for responding to his client’s questions quickly and efficiently. The multitude of testimonials from his clientele illustrates the excellent service and superior advice he has provided over the years.

Trevor is a Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and Fellow of the Canadian Securities Institute (FSCI®) who specializes in working with clients to create custom Investment Portfolios that provide income and capital growth along with sustained tax efficiency.

Trevor holds a Bachelor of Arts from the University of Calgary.

In his spare time Trevor likes to read, catch a movie at the local theatre, or cheer on his beloved Flames and Stampeders.
Devan Legare, CFP, CPA, CMA Photo

Devan Legare, CFP, CPA, CMA

Senior Investment Advisor

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

Selected as a member of the 2019 “Top 20 Under 35” Financial Advisors in Canada, Devan is proud to serve the prairie regions with award winning service.

Devan believes that every family deserves to have financial security and peace of mind. In order to achieve this, he has made education and open communication cornerstones of his business. He believes that wealth is more than money, it’s your ability to do what you want, when you want and how you want.

Devan has completed over 1,000 financial plans for clients from all walks of life and his accounting background enables him to find tax savings other advisors may miss. 

Devan is a Certified Financial Planner (CFP®), Certified Management Accountant (CMA®) and Chartered Professional Accountant (CPA®) who specializes in working with clients with complex tax and wealth needs. 

Travel has always been a passion for him and having travelled to over 40 countries, he is always eager to share stories and experiences.

Call 403.220.9808