Member

Devan Legare

Calgary, AB

Northern Light Wealth

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Devan Legare

Member Bio

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Devan is the co-founder of Northern Light Wealth and works with affluent families and business owners to enhance and protect their wealth.

Devan was chosen as the recipient of the “Top 40 under 40” award by the Investment Industry Association of Canada (IIAC) in 2019 at the age of 34. He was also selected as a member of the 2019 “Top 20 Under 35” Financial Advisors in Canada by Wealth Professional Magazine. He received the “Early Achievement Award” from CPA Alberta in 2020.

Devan has been featured in the Globe and Mail, Investment Executive, CPA Dividends Magazine, Horizon Magazine and Wealth Professional Magazine. He is typically sought for his expertise in financial planning and investment management on a wide range of topics including philanthropy and wealth preservation.

Devan is a founding member and current board member of the Financial Planners Association of Canada (FPAC), co-founder and board member of the Indigenous Finance Collective (IFC) and a finance committee member with Momentum, a registered charity in Calgary.
Devan is a proud Indigenous financial professional and has made it a focus to give back to the community however he can.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Crossborder Planning (US/Canada)
Divorce
ESG & Impact Investing
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
SRI
Succession Planning
Tax Filing
Tax Planning

Designation(s)

CFP (Canada)
CIM
CMA
CPA

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

2 to 5

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
Saskatchewan
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