Our Partners

Matthew has over 15 years of experience working with families and business owners, specializing in integrated wealth planning and investment management. His approach is highly personalized, focusing on each client’s unique goals. Matthew is a CFA® charterholder and Certified Financial Planner® professional, and is based in Calgary, Alberta.

Mathew has over 10 years of experience delivering tailored wealth planning advice. He is passionate about helping families solve their unique financial challenges with clarity, compassion, and integrity—bringing comprehensive solutions and personalized strategies to help clients achieve their goals through every stage of life.

Rod brings 30 years of experience and a background as a professional athlete. Known for discipline, commitment, and steady leadership, he takes a goal-driven, client-focused approach—helping clients navigate their financial futures with clarity, care, and the entrepreneurial spirit he brings to every relationship.

Brett brings the discipline, teamwork, and focus developed as an Olympic athlete to his work in private wealth administration. He takes a thoughtful, client-first approach, ensuring every client feels heard, supported, and confident, while building strong, lasting relationships based on trust, respect, and personalized service.