meet our financial advisors

Before becoming a financial advisor and embarking in wealth management, Matthew was born and raised just outside Boston in Lincolnshire, England, in a small village surrounded by the fens, Matthew grew up around agricultural farmland where his family operated a logistics and warehouse company from an old farm.

Upon leaving school, Matthew decided to pursue a trade and entered an apprenticeship as a mechanic. Throughout his career, he has worked, lived, and requalified as a mechanic in several different countries:

• Alberta, Canada - Journeyman Heavy Duty Technician
• Canada - Red Seal Automotive Technician
• Australia - Bateman TAFE Automotive Technician
• United Kingdom - IMI NVQ3 Automotive Technician

Matthew has received several accolades in his career, including customer service awards, sales awards, and a nomination for Maintenance Employee of the Year with a North American employer.

I now call Alberta my home, where he married and started a family in Parkland County, just outside Edmonton.

Matthew found that he was working long hours and was rarely present at home in Parkland County. The physically demanding industry made him desire a new career where he could help people and families directly.

Matthew also wanted to live up to his full potential. His lecturers at college recognized his capabilities had encouraged him to stay and study Engineering and Business. He has since pursued this path, realizing his full potential. 

 Matthew was in the process of building a company called M25 Concepts, working to patent a new product of his own design. During this time, he was approached by a leading international insurance and investment company that recognized his accomplishments and wanted him to join as a financial advisor.

Initially hesitant, Matthew sought support from his family on both sides of the pond and and here in Parkland County, he decided to embark on the long path of reeducation and licensing. However, after a few months in the industry, Matthew didn't like what he was seeing. Being a mechanic by nature, he wanted to fix things in the industry.

With the aid, advice, and mentorship of his father-in-law, who has been in the industry for 30 years, Matthew struck out on his own as a broker for Insurance products and wealth management.

We believe we have the best financial advisor, in time we will prove it.