Matthew Solberg
Investment Advisor
CFP®
CIM®
Your vision of success will be central to how we will work together
Phone
Office Location
Matt brings nearly 20 years of wealth management experience and a passion for helping people achieve their financial goals.
Consulting closely with his clients, Matt provides advice on areas such as investment management, income protection, tax management strategies, education funding, estate planning, business succession, and tax-efficient charitable giving strategies, engaging TD specialists where needed.
Matt is focused on helping clients set realistic expectations, demonstrate positive investor behaviors, and understand how their decisions and discipline can shape the future they want for themselves and their families.
Matt holds a Financial Services and Planning Diploma from Medicine Hat College and attended DeVry University to study Computer Information and Sciences. Matt has also obtained the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Married (Kelsey) with a young daughter (Tessa) and son (Tucker), Matt spends his free time with his family, taking his kids to their activities (including taekwondo, soccer, competitive cheer, skiing, snowboarding, biking, and hiking), and in the gym.
To discuss how I can help you build a strong and secure financial future for you and your family, please contact me.
Certificates
CFP®
CIM®
Medicine Hat Wealth Group
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
TDAM: WAAC Perspectives
The WAAC maintains its overweight outlook to equities, expecting positive earnings growth of ~12% for the S&P TSX Composite Index and ~14% earnings growth for S&P 500 Index companies in 2025.
Market Perspectives: The Year Ahead 2025
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.