My branch partner, Hillary Schellenberg, and I work together to focus on serving the financial needs of individual investors, business owners and their families. As an Edward Jones team, we believe it is important to invest your time into understanding what you are working towards, before you invest your money. Working closely with you, your accountant, lawyer and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can help with retirement planning, insurance needs and taxation strategies, allowing you to lead the lifestyle that you aspire to.
Prior to joining Edward Jones, I graduated from Acadia University as an Academic All-Canadian. I also had a successful CFL Football career spanning seven years. The commitment, passion and work ethic that was gained at Acadia and football has enabled and accelerated my growth as a Financial Advisor with the firm. Since joining Edward Jones, I have received multiple achievement awards.
A native of Kelowna, BC, I now live in St. Albert, AB. I am happily married to my wife, Liane. Together we share three children and two dogs. Away from the office, I enjoy being involved in the local rotary club, coaching football, golfing, boating and spending quality time with my family.
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Business Owner Considerations
- Intergenerational Planning
Phone NumberMatthew A Carter at (780) 544-8294
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