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.