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 committed to client education and financial success. “Over the past 23 years Melanie has 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.” Melanie began building her financial planning practice in 1993 after having served in various senior positions with a large banking firm and later a trust company based in Calgary, AB. She obtained her Registered Financial Planner (R.F.P.) designation in 2002 followed by the Chartered Financial Divorce Specialist (CFDS). Melanie has authored various financial planning articles, contributing to content in Advisor.ca as well as Investment Executive. She consistently contributes to Legacy Quest™, a publication written for the benefit of her clients. Currently, acting as Chair of the Board for the Institute of Advanced Financial Planners, Melanie has previously served on the board for both the Canadian Association of Financial Planners and the Juvenile Diabetes Association in Calgary. She has also actively contributed to various advisory boards and think tanks.
Melanie is frequently called upon to speak to financial planning as it relates to divorce agreements. She particularly enjoys working with mediators, lawyers and clients to assist in securing a financial separation solution focused upon individualized strategies and outcomes. Melanie enjoys spending time with family and friends and includes hiking, horseback riding, fishing, cooking, gardening, reading, music, golf and travel as top of the list pursuits. She is never far away from the great outdoors.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.