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Legacy Wealth Management is a fully integrated financial planning and investment boutique, specializing in Total Wealthcare (TM). 

At Legacy Wealth Management & Investment Planning Counsel, we make a commitment to the families, businesses and individuals we partner with. Our focus is to provide strategies and solutions that are integral to your financial peace of mind, now and in future.
Over the past 23 years, we have developed a concierge financial planning service that provides clarity of financial goals, family philosophies, business needs, charitable pursuits and sound investment strategies. Wealth management, retirement lifestyle and estate planning strategies are key focus areas with special emphasis placed upon customized solutions and the ongoing financial security of our clients.
Financial Divorce Planning is a separate, but distinct business division. Working in conjunction with mediators and lawyers, we assist couples moving through the stages of separation and divorce to secure a satisfied financial agreement. Get to know The Legacy Wealth Managment Team today.


 

Melanie D. TwietmeyerR.F.P., CFDS

Wealth Advisor

Melanie is the founder of Legacy Wealth Management Inc., a fully integrated financial planning and investment boutique, based in Calgary, Alberta. Our focus is in Total Wealthcare (TM), a process comm...
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Kevin MeckelborgCIM®, FCSI®

Investment Advisor

Kevin Meckelborg is Partner with Calgary’s boutique investment firm, Legacy Wealth Management Inc, and an Investment Advisor under the umbrella of IPC Securities Corporation. IPC Securities Corporatio...
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Jennifer Leung

Client Services Manager

Jennifer has been an integral part of Legacy Wealth Management since November 2011. She enjoys setting and upholding a high standard of excellence in customer service. In her role, she finds it reward...
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Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.

 

Parkinson Alberta
Parkinson Alberta helps make every day better for Albertans affected by Parkinson disease. They provide support services, education, advocacy and funds for research and are a standalone Alberta-based charitable organization. They rely on the generosity of donors and volunteers. One hundred per cent of the money raised by Parkinson Alberta funds the best services, resources and research available to the benefit of Albertans. Click here for more details.

 

Between Friends
Between Friends is a charitable organization that creates opportunities for people with disabilities to connect, grow, and belong through quality social and recreational activities.
Many people with disabilities seek social and recreational activities that are fundamental to enriching self-esteem, quality of life, and mental and physical health. Between Friends facilitates programs with these goals in mind while promoting a focus on shared interests over individual differences. Click herefor more details.

 

Ride to Conquer Cancer
2014 Enbridge® Ride to Conquer Cancer® benefiting the Alberta Cancer Foundation is a unique, annual two-day cycling event.
During this bold cycling journey, participants ride for two entire days along what can be a grueling but picturesque Rocky Mountain course. The mission is clear - a cancer-free future. The money raised through the Ride to Conquer Cancer directly supports patients and families at the Tom Baker Cancer Centre in Calgary, the Cross Cancer Institute in Edmonton and 15 cancer centers throughout Alberta. The Alberta Cancer Foundation provides funding to a team of top doctors and scientists whose search for new discoveries and improved patient outcomes will have a real impact in your community, across Canada, and around the world. Click here for more details.