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.
Medicine Hat Wealth Group
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