Chaz Legge
Virtual (Waterloo, Ontario)
Gybe Financial
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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I am a pensions, personal finance, and investing nerd at heart and strive to help others get their money working for them in a way that best supports their goals.
I specialize in retirement planning for members of Defined Benefit Pension plans who are trying to coordinate multiple sources of retirement income efficiently. I also support high earners who are looking to make a career transition, and incorporated owner-managers of service based businesses (with less than $1.5M in revenue). My previous professional and personal experience brings a unique perspective to financial planning.
Prior to founding Gybe I was a partner at Fuse, a leading boutique consulting firm for the Canadian Pension Industry. I was formerly the member of the global leadership team of a multi-billion dollar business and before that held various roles at the Boston Consulting Group. I hold a MBA in Finance from Kellogg Northwestern, and also received the top score nationally on the June 2025 QAFP exam.
I specialize in retirement planning for members of Defined Benefit Pension plans who are trying to coordinate multiple sources of retirement income efficiently. I also support high earners who are looking to make a career transition, and incorporated owner-managers of service based businesses (with less than $1.5M in revenue). My previous professional and personal experience brings a unique perspective to financial planning.
Prior to founding Gybe I was a partner at Fuse, a leading boutique consulting firm for the Canadian Pension Industry. I was formerly the member of the global leadership team of a multi-billion dollar business and before that held various roles at the Boston Consulting Group. I hold a MBA in Finance from Kellogg Northwestern, and also received the top score nationally on the June 2025 QAFP exam.
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