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.
We work with folks just like you
Families & Individuals
Clarify your situation
Define your goals
plan your journey
Families & Individuals
You want the best for your loved ones and your future.
We'll ensure you stay on track and adapt to life's unexpected changes.
Discover how we can help!
Small Business
Executive Strategies
Employee benefits
Efficient structures
Small Business
You want to focus on what you do best in your business.
We'll plan to help you with tax-efficiency strategies, employee retention & benefits packages, succession planning and more.
Discover how we can support your sucess!
Church & Non-Profit
Giving strategies
Employee & Member Support
Biblical Stewardship
Church & Non-Profit
You want to make a meaningful impact in your community.
We'll support your mission with biblically-based financial literacy resources, fundraising programs, operational efficiency advice, workforce retention, and more.
Discover how we can help your organization thrive!
Client Feedback
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 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.
Get YOUR customised plan and dedicated guide
Learn more about how we can guide your Financial Journey