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.