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Matthew Moulder, Financial Advisor

Focus Areas

  • Charitable giving
  • Special needs financial considerations
  • Business retirement plans
  • Estate and legacy strategies
  • Wealth protection strategies
  • Retirement income strategies

About Matthew

To give real service you must add that which cannot be obtained or measured with money, and that is sincerity and integrity.

My goal is the financial freedom deserved by each client, and I strive to create ease and understanding throughout our process. Clients can expect service based on clear communication fueled by knowledge and dedication.

In my practice, I help clients with these specialties:

1. Business strategy
• Cash flow management
• Interest rate brokering
• Corporate and capital growth

2. Investing
• Buy and sell or hold strategies
• Annual compounding interest
• Investment use, selection, and allocation

3. Tax-related issues
• Access to accountants and lawyers
• Tax-advantaged investments
•...

Work History

  • Edward JonesApril 2018 to Current

Education

  • Athabasca UniversityBachelor of Business Admin

Personal Interests

  • Volunteering
  • Running
  • Health & Nutrition
  • Soccer
  • Spending Time with Family

Team Members

  • Anna Pavlova
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

More to explore

My priorities

What are your priorities?

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Setting your path

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

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