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Matthew Solberg

Investment Advisor

  • CFP®
  • CIM®

Your vision of success will be central to how we will work together

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Matt holds the globally recognized Certified Financial Planner (CFP®) designation, along with the Chartered Investment Manager (CIM) designation and brings more than 13 years of experience in the industry and a passion for wealth planning to help people achieve their goals. Consulting closely with his clients, he helps them with retirement planning, investment strategies, asset and income protection strategies, tax management strategies, education funding, wealth transfer, business succession planning, and tax-efficient charitable giving strategies. In addition, he advises regarding short-term cash flow needs, major purchase planning, and banking and credit management strategies. Matt believes that his strengths are helping his clients to have realistic expectations, to demonstrate appropriate investor behavior, and to understand how their decisions and discipline can shape the future they want for themselves and their families.

Prior to joining our team, Matt was a Financial Planner with TD Wealth Financial Planning. He earned a Financial Services and Planning Diploma from Medicine Hat College and attended DeVry University to study Computer Information and Sciences.

Married with a young daughter and son, Matt spends his free time with his wife (Kelsey) and his children (Tessa and Tucker) hitting the gym and taking his kids to activities like taekwondo, soccer, competitive cheer, skiing, snowboarding, biking, and hiking.

Please feel free to get in touch with me for a discussion around “your” personal wealth management plan and see how I can help you build a strong and secure financial future for you and your family.

Medicine Hat Wealth Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (403) 504-2780
Branch Fax: (403) 528-6374

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    What is behavioural economics?


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    How Advisors Help in Choppy Markets

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    Oil and gold: risks and rewards

    Kim Parlee speaks with Bart Melek, Global Head of Commodity Strategy, TD Securities, about the recent moves in the price of gold and oil and examines the factors investors should be watching for that could drive the price of those commodities higher.

    What options do snowbirds have this winter?

    Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives | What Now?

    What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

    The Soul of the Fed

    What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

    MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

    Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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