Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • U.S. citizens living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
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Devan Legare, Portfolio Manager

Devan Legare

Devan is a Portfolio Manager at Cardinal Point and has over 15 years of experience in the financial industry, previously as the founder of Western Wealth Builders, and, before that, working with several leading major financial institutions. His background in personal taxation, financial planning, and investment management allows him to speak to all aspects of individual, family or business owner’s financial health. He specializes in helping business owners make the most of their retained earnings, especially during succession planning and corporate restructuring. Devan is a finance graduate, obtaining his Bachelor of Commerce from the University of Saskatchewan. In addition, he is a holder of the Certified Financial Planner (CFP) designation, Chartered Investment Management (CIM) designation and is a dual Certified Management Accountant (CMA)/Chartered Professional Accountant (CPA) designate. Devan is a founding member of the Financial Planners Association of Canada (FPAC), co-founder of the Indigenous Finance Collective (IFC), an active contributor to the CPA Canada’s Financial Literacy program and can be found volunteering on not-for-profit boards in Calgary. As a proud CPA member, Devan was selected as a recipient of the “Early Achievement Award” for CPA Alberta in 2020. He was also chosen as a “Young Gun” by Wealth Professional Magazine in 2019, which recognizes distinguished financial professionals under 35 years of age. He was selected by the Investment Industry Association of Canada’s (IIAC) as the winner of the Top 40 under 40 award in 2019; this award recognizes the best financial services professionals in Canada, and is the award he considers to be the highlight of his career so far. Devan is proud of his indigenous descent and has made it a focus to give back to the community however he can.

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Our Story

Cardinal Point is an independent cross-border wealth management firm with offices in both the U.S. and Canada. We focus on providing personalized investment, estate, tax and cross-border financial planning solutions to affluent individuals and families.

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How We Help

  • Cross-Border Financial & Tax Planning
  • Americans Living in Canada
  • Canadians Living in the U.S.
  • Moving to Canada from the U.S.
  • Moving to the U.S. from Canada
  • Expatriates Living Abroad

What We Do

  • Investment Management
  • Wealth Planning
  • Tax Planning & Preparation
  • Private Wealth Services for U.S. Residents
  • Private Wealth Services for Canadian Residents
  • Cross-Border Financial & Tax Planning
  • Business Management for Athletes

Resources

  • Canadians in California
  • Canadians in Texas
  • Canadians in Florida
  • Canadians in Arizona
  • Canadian and U.S. Expat Tax Planning
  • Wealth Management for U.S. Citizens in Canada
  • Calgary Financial Planner
  • Custodian Closed Your Cross-Border Investment Account?

Videos & Social Media

  • Americans in Canada: Investment Basics
  • Americans Selling Canadian Homes Face Tax Issues
  • Does it make financial sense to renounce your U.S. citizenship?
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Copyright © 2023 Cardinal Point Capital Management, ULC. All Rights Reserved.

“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.