As a financial advisor with Edward Jones I am proud to have served the Lethbridge area for over 10 years. I hold the CFP® designation.
I believe it's important for me to invest my time to fully understand what is important to you and what goals you're working towards. Investing can often be distilled to a series of trade-offs; I seek to understand my client's comfort level regarding risk so I can balance that with the steps necessary to reach their long term goals.
Whether you're planning for retirement, saving for post-secondary education for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we will work together to develop personalized strategies to help you achieve those goals.
Just as important as starting on the right path is staying on it! We'll partner together throughout your life, to monitor your progress and make sure you stay on track. Life isn't a static event. I work together with my clients to implement changes to adjust for any curveballs life might throw.
Of course none of this would be possible alone. Thousands of people, advanced technology and research support our office so we can help ensure you receive the most current and comprehensive guidance. In addition we welcome the opportunity to work with your accountant, lawyer and other trusted professionals to deliver a comprehensive strategy that can leverage everyone's experience. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
For a complimentary, no obligation consultation - please contact me at 403-327-0605 or [email protected].
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Education Savings Strategies
- Business Owner Considerations
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberMatthew Robertson at (403) 327-0605
More to explore
Find your financial Starting Point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Setting your path
We use an established process to help you reach your goals.Learn More