Guiding YOUR Financial Journey

Every financial journey is unique.

Gain clarity and confidence with a customized plan based on  personalized care, expert knowledge and timeless principles. 

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Your Financial Planning Team

Jonathan Legassie MDiv, CFP®
Financial Planner

Jonathan Legassie brings over a decade of experience in financial services, offering a rare client-focused approach through Legassie Financial Ltd. He is the creator of innovative tools like the Financial Health Assessment, Retirement Score, and 7 Steps to Financial Success, making financial success achievable for everyone.

Having grown up as a “pastors’ kid” in rural Nova Scotia, and later earning a Master of Divinity degree and a Certified Financial Planner designation, Jonathan blends deep financial expertise with a pastoral heart for education and counseling.

With a broad range of credentials and achievements in investments, insurance, and financial planning, Jonathan’s favorite professional moments come when his clients realize the impact of a well-implemented plan.

Outside of work, Jonathan enjoys spending time with his family, indulging in hobbies like Lego and puzzles with his kids, and relaxing on any kind of beach. Given the opportunity, he’ll probably pet your dog before he shakes your hand.

Denise Headshot
Denise Smith
Administrative Lead

Denise, our Administrative Lead since 2017, exemplifies our commitment towards exceptional service. She is an accomplished and caring professional, having worked in financial administration for 10 years before joining Legassie Financial, adept at managing details and ensuring nothing is overlooked.

She grew up in BC, settling in Langley in the late 2000’s. She is happily married to her husband and together they are raising two children. As a family they enjoy game and movie nights. In her free time Denise enjoys reading, puzzles and spending time with her loved ones.

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