Legacy Investment Trust

About Us

Experienced Leadership Team

With over 100 years of combined senior management experience in commercial and residential real estate and business, the team is seasoned, versatile, and are highly respected business leaders in Southern Alberta.

Senior management has the ability to identify broad business opportunities for developing into innovative strategies and translating those into initiatives that are implemented efficiently within the organization’s mandate.

Combining these translates into a solid foundation that will provide growth opportunities and infrastructure for years and decades to come. Epiphany Legacy Investment believes in giving back to the community and is driven by strong personal values including integrity, openness, and transparency.

Get to know more about our team and our trustees!

Trustees

The Trustees are committed to look for business opportunities in commercial and residential real estate, that meet the criteria outlined in the organization’s Investor Mandate.

Darryl Kenna

Chief Executive Officer - Epiphany Group

Devon Wannop, CPA, CA

Chief Financial Officer - Epiphany Group

Peter Jarman

Peter Jarman, B. Sc.

Chief Operating Officer - Axcess Capital Advisors

Roger Simpson

Chief Investment Officer - Epiphany Group

James Bolen P.Eng., B.Sc.C.S., MBA

Chief Executive Officer and President of I2I Insight

Real Estate Team

Riley Dykslag

Chief of Opportunity and Partnerships

Trust Management

Art Smith

Art Smith

Vice President of Corp. Development

Bart Bates

Business Development

Cara Carson

Trust Administrator

Bill Johnstone

Business Development

Investment Mandate

The Trustees are committed to look for business opportunities in commercial & residential real estate that meet the criteria outlined below:

  • Deliver sustainable value to our investors, year after year, through adherence to clear, well-defined, team driven parameters and strong governance principals;
  • Create accretive growth through the disciplined acquisition of commercial and residential real estate assets;
  • Increase cash flow and profitability by utilizing our expertise in acquisitions, operations, finance and management;
  • Provide exceptional stewardship of the assets through a focus on process, in order to drive certainty, consistency, and growth in the Trust and the underlying businesses;
  • Focus on balance sheet strength and liquidity, coupled with a disciplined and mature financial model to ensure predictable outcome from our assets, while providing certainty (income) to our investors;
  • Maintain strong banking relationships to optimize our cost of capital and provide enhanced liquidity and flexibility in our financing options. This will result in a competitive advantage and allow the Trust and underlying business to react efficiently to market changes.