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Matthew Carter, Financial Advisor

FINANCIAL ADVISOR
Matthew Carter

CFP®
1 Tache Street, Suite 500, St Albert, AB T8N 2S3opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Business retirement plans
  • Estate and legacy strategies
  • Business owner considerations
  • Intergenerational planning

About Matthew

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...

Work History

  • Edward JonesFebruary 2016 to Current

Education

  • Acadia UniversityBachelors

Team Members

  • Hillary Schellenberg
    Sr. Branch Office Administrator
  • Nicki Prince
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(780) 544-8294

Fax

(888) 806-4920

Office Address

1 Tache Street
Suite 500
St Albert, AB T8N 2S3opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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