Accepting New Clients
Jordan
MOORE
Certified Fitness Trainer & Personal Coach
Exclusive Offer
10% Off Online Booking
Use the Code STRONG
Comprehensive
FINANCIAL PLANNING
Interactive, personalized financial plans reviewed annually to align your financial journey with your life goals. Developed collaboratively with your trusted professionals.
Private Wealth
PLANNING EXPERIENCE
A tailored, deep-dive service for high-net-worth clients, featuring a team of IG specialists (lawyers, accountants, estate experts, and cross-border advisors) working together to craft an all encompassing plan.
Let's get
STARTED
403-875-0079
Your Partner in Financial Clarity & Success.
Meet
MATY
With over 11 years of experience in the financial services industry, I specialize in comprehensive financial planning for business owners, professionals, and individuals who value a collaborative and tailored approach. Partnering closely with your other trusted advisors, I streamline and align every aspect of your financial picture to help them achieve your goals efficiently and confidently.
Licensed in: Alberta and British Columbia
Certifications: Personal Financial Planning (PFP), LLQP
Registered with Investors Group Financial Services Inc.
My Financial Planning
FORMULA
Educate + Collaborate + Tailor =
Empowering Success
Educate: Enhancing financial literacy to empower you to make informed decisions.
Collaborate: Working seamlessly with business owners, professionals, and your trusted partners (accountants and lawyers) for a cohesive approach.
Tailor: Providing personalized, all-encompassing plans that address your unique goals and circumstances.
Empowering Success: Delivering exceptional service to guide you toward achieving both your personal and professional aspirations.
I am proud to work with a longstanding IG Wealth Management Team, combining their extensive expertise with my personalized approach to grow my practice. Licensed in Alberta and British Columbia, I provide services tailored to meet the unique needs of clients in these provinces.
Discover Our
SERVICES
Proactive PLANNING
Tailored APPROACH
Literacy DRIVEN
Trusted ADVISOR
Core Values for Success
Tax & Estate
PLANNING
Create integrated strategies to optimize tax efficiency and design an estate plan that preserves your legacy and ensures your wishes are honored.
Insurance
PROTECTION
Safeguard your family and assets with customized insurance solutions designed to fit your life and priorities.
HighNetWorth
IN-DEPTH REVIEW
Collaborate with a team of IG professionals to create a fully customized financial strategy, including legal, tax, and cross-border planning.
Business Growth &
TRANSITION PLANNING
Exclusive access to business valuation and sale metrics enabling year-over-year tracking of business goals and success through IG's innovative partnerships.
Tax & Estate
PLANNING
Create integrated strategies to optimize tax efficiency and design an estate plan that preserves your
legacy and ensures your wishes
are honored.
Comprehensive
FINANCIAL
PLANNING
Interactive and personalized financial plans reviewed annually to align your financial journey with your life goals. Developed collaboratively with your trusted professionals.
Private Wealth
PLANNING EXPERIENCE
A tailored, deep-dive service for high-net-worth clients, featuring a team of IG specialists (lawyers, accountants, estate experts, and cross-border advisors) working together to craft an all encompassing plan.
Business Growth &
TRANSITION PLANNING
Exclusive access to business evaluation and sale metrics, enabling year-over-year tracking of business goals and success through IG’s innovative partnerships.
Insurance
PROTECTION
Safeguard your family and assets with customized insurance solutions to fit your life and priorities.
High NetWorth
IN-DEPTH REVIEW
Collaborate with a team of IG professionals to create a fully customized financial strategy, including legal, tax and cross-border planning.