Matthew Solberg

With over 20 years of experience in wealth management, Matt helps individuals, families, and business owners navigate the complexities of building, protecting, and transitioning wealth. He works closely with clients nearing retirement, already retired, or actively building toward long-term financial goals.

Matt provides personalized advice in areas such as retirement planning, investment management, income protection, tax-efficient strategies, estate and legacy planning, education funding, business succession, and charitable giving. When appropriate, he collaborates with TD specialists to deliver well-rounded, integrated solutions.

Grounded, calm, and down to earth, Matt is passionate about helping clients set clear goals, make thoughtful decisions, and stay focused through changing markets. He’s committed to building lasting relationships and creating plans that evolve as life does.

Matt holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, along with a Financial Services and Planning Diploma from Medicine Hat College. He also studied Computer Information Systems at DeVry University.

Outside the office, Matt stays active with endurance training and trail ultramarathons, embracing the same discipline and long-term mindset he encourages in his clients. He’s also a hands-on dad to two amazing kids—Tessa, an extremely driven competitive dancer, and Tucker, who enjoys fencing, skateboarding, and bringing his creative imagination to life. As a family, they love traveling, spending time outdoors in the summer, and skiing during the winter. At home, Matt usually has a project or two on the go—whether it’s something hands-on, techy, or just a new challenge to figure out.

If you’re ready to build a stronger financial future with advice tailored to your goals, Matt would be happy to connect.