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Matt holds the Certified Financial Planner (CFP®) 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.
Branch Office: (403) 504-2780
Branch Fax: (403) 528-6374
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.
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.