Our Team

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.

Insurance products available through IPC Estate Services Inc

As a Wealth Advisor, Kevin’s focus is Total Wealthcare™, a process committed to education and financial success. His approach is to explore, educate, and customize these services to each individual’s financial goals, whether it pertains to personal, family, business, or charitable pursuits.

This concierge-approach makes wealth management or retirement and estate planning uniquely relevant to each client.

Kevin began his career in the Financial Industry in 1991 as a commodities and securities broker and brings with him a wealth of knowledge and expertise. From 1996 through 2013, Kevin was responsible in varying roles for building and managing sales teams across Canada, having the opportunity to also work closely with the Capital Markets of various investment houses to build structured products.

This gave Kevin a deeper understanding of how investment options best fit with the retail investor, a major benefit to clients today. Since 2013, Kevin has enjoyed bringing design, structure and pricing together for delivery within client portfolios, all according to their unique investment goals and risk tolerance.

Sarah joined the team in 2023 as an Associate Wealth Advisor. She loves helping clients move toward reaching their goals as her focus and passion lies on the planning side of finance. She has great attention to detail and provides an excellent client service experience with each and every client interaction.

Sarah obtained her Mutual Fund licensing in 2019 and obtained her Life Insurance license in 2020. Currently, she is working towards the Personal Financial Planning (PFP®) designation. Once the PFP is in place, Sarah will be shifting her focus toward successful completion of the Canadian Securities course. Having worked in this profession for over 10 years, she is eager to learn and is always looking to broaden her scope in that regard.

When Sarah is away from the office, she enjoys trying out new restaurants, spending time with friends and going for a walk with her dog Luna.

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 rewarding to overcome challenges and provide solutions to client inquiries, no matter how complex or how new the concept. 

Taking pride in her work, Jennifer focuses on the accuracy of data and trade processing as well as in deciphering proper procedure. Often, she will be the first person to greet you over the phone or in person at the Legacy office. Jennifer enjoys meeting everyone and in building warm client relationships. She is computer savvy and has taken on the role of Client Events coordination. Jennifer believes that having a great framework of team supports makes her role all that more fulfilling. 

Jennifer successfully completed her Canadian Securities as well as Conduct and Practices Handbook courses in 2015. She continually strives to enhance her administrative expertise with systems, technology, new courses and learning concepts. She is currently sitting as an active member of IPC’s Operating Advisory Council whose mandate is to improve operational processes for the network advisory field.

Jennifer and her family are pleased to call Calgary home. She enjoys spending as much time as possible with her son as well as with family and friends. Jennifer enjoys travel and is especially fond of trying new and delicious foods. She describes herself as a hopeless foodie.