Designation(s): R.F.P., CFDS

Email: melanie@legacywealthmanagement.com

Phone: 403.203.0998

Fax: 403.203.0938

Website: legacywealthmanagement.com

Address: 430, 7330 Fisher Street SE, Calgary, Alberta, T2H 2H8.

Bio: Financial Planning, Retirement Cash Flow, Women & Wealth, Small Business, Estate Planning and Wealth Management Specialists. Legacy Wealth Management is a financial planning and investment boutique, specializing in Total Wealthcare (TM) with a concierge platform designed to ensure personal attention and a holistic approach. Ours is a fee based approach with customized strategies and solutions that are key to our client’s financial success and peace of mind. Our experience is unique to the planning needs of families, professional corps, farmers/ranchers, business professionals and small business. Financial Divorce Planning is a separate but distinct business division. Working in conjunction with family law professionals, we assist couples moving through the stages of separation and divorce.

Membership Valid Until: October 31, 2024

Taking on new clients: Yes, please contact