Discovering and planning for what truly matters to you

We offer wealth and investment management solutions to a select group of personal and institutional clients.

Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. We specialize in working with clients who understand the value of tailored service and advice.

Your primary focus:

What we do

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

A wealth strategy that changes as you do

As your needs evolve, so will the services and solutions we can provide. We'll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we'll be there with breadth of our expertise and the personalized attention you deserve.

Matt holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM) designations and brings more than 15 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, dance, gymnastics, skiing, snowboarding, biking, and hiking.

With a solid 40 years of experience gathering unique insights as a TD Canada Trust Branch Manager, Mark endeavors to deliver highly-customized wealth solutions and implements strategies that are tailored to each investor and focused on their values. Mark began his TD career at 18, became Branch Manager by 23, and held various roles in marketing, investment consulting, mortgages, and many  aspects of retail banking at TD Canada Trust. Mark led  a large  TD Canada Trust  retail branch in southern Alberta , but feels that his major strength is working with clients and employees to forge lasting relationships that make people feel special, valued and in good hands. 

After gathering this strong foundation and getting his Personal Financial Planner (PFP) designation, Mark joined TD Wealth Private Investment Advice in 2014. Over many years in Medicine Hat,  he believes that his clients have come to appreciate that he treats everyone as a valued, trusted friend who strives to put their needs ahead of his own. Mark is an avid outdoorsman who enjoys fishing and relaxing with his wife (our team’s Cindy) and their two married daughters, three grandsons, and granddaughter. He also enjoys getting out to see the world. Mark is active in his community , Past Board Chair at the Medicine Hat College and Past President of the Rotary Sunrise Club – currently, he is Director of Community Services with the Rotary Club of Medicine Hat .

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.

Jenny has been with TD for the past nine years and began her career in a TD Canada Trust branch, helping clients with their day to day banking needs. She transitioned to TD Wealth six years ago and continues to assist the Investment Advisors in delivering consistent and friendly service. In her leisure time, she enjoys golfing, gardening and spending time at the lake with her husband Brett.

Cindy joined TD in 2001 as the bank merged with Canada Trust. She worked with customers as a Financial Advisor and obtained her Personal Financial Planning Diploma before joining TD Wealth in 2010, where she supports our advisors to deliver a high level of client service. Organized and good with people, Cindy knows how to communicate well with clients and advisors alike. She likes to anticipate needs and always looks for ways to make our days easier and more streamlined. She helps us work effectively as a team, communicate well and stay ahead of the curve.

Prior to joining the financial services business, Cindy was a travel agent for 12 years and visited many places around the world.    Cindy has an interest in photography and hiking and travelling with her husband Mark and spending time with family and friends.  

Denise has been a member of TD Bank Group family for 15 years.  Prior to joining TD Wealth, Denise served as a Financial Advisor at TD Canada Trust where she helped clients attain both investment and credit financial objectives.  Denise works tirelessly to deliver an excellent client service experience while supporting the Investment Advisors in achieving their clients' long-term financial goals.  In her spare time she enjoys a variety of sports, travelling and chasing after her two girls, Clara and Rayne.

Shelley joined TD Bank Group in 1989 and became a member of the TD Wealth Team in 2016.  Her knowledge obtained from working in the TD Canada Trust branch for many years, along with a hard work ethic and attention to detail are key to assisting the Investment Advisors deliver an exceptional client experience.  Outside of work, you will catch her spending time with her husband, Sean and two sons, Ryan and Cameron.