SECURE YOUR FINANCIAL FUTURE
Unlock the Benefits of Professional Financial Planning Today!
CFP, RRC
Matthew Sheppard-Brown, CFP, RRC
Financial Consultant - Investors Group Financial Services Inc.
I am a Certified Financial Planner with IG Wealth Management who is passionate about helping clients see success in their plans, in their dreams, and in their future.
The key to your future financial well-being is finding the 'right fit' in a financial professional, paired with building healthy financial goals and habits that will set you up for success.
I takes a bespoke approach and unwavering commitment to ensure clients make intentional decisions with finances that help them save, invest and earn with purpose. If you've made it this far down, start a conversation and discuss what it looks like to become a client.
"MY GOAL IS TO MAXIMIZE YOUR WEALTH AND MINIMIZE YOUR STRESS"
WHAT I BRING TO THE TABLE
Effective financial planning goes beyond simply growing investments.
I take into account every aspect of your financial life. Together we'll collaborate in-person or through an enhanced digital experience, to create your IG Living Plan™, which is unique to you and your family’s goals.
FINANCIAL PLANNING
I will help you develop a comprehensive and customized financial plan that takes into account your specific goals, risk tolerance, and financial situation.
This personalized approach can help you achieve your long-term financial objectives and make informed decisions about your investments, taxes, and estate planning.
INVESTMENTS
Our investment approach is centred around one common goal: providing investment solutions focused on maximizing risk-adjusted returns over the long term, so our clients can confidently pursue their goals and a more secure financial future for their families.
RISK MANAGEMENT
It’s a common misconception that Financial Planners only work with investments.
A designated Financial Planner not only deals with investments, but should be licensed on insurance products, in order to provide solutions for your financial plan.
TAX STRATEGY
Minimizing the amount of tax you pay means you keep more of your income and investment growth. This will help you meet your goals faster: from paying off debt to saving for retirement or your kids’ education. I can also coordinate with other professionals such as accountants to ensure your tax strategies are comprehensive and effective.
RETIREMENT PLANNING
Personalized guidance and expertise to help you achieve your retirement goals. We start with a clear picture of the kind of retirement you want, when you want to retire and how we’ll help you get there.
This is paired with ongoing monitoring and adjustment of your retirement plan to ensure you stay on track and adapt to any changes in your financial situation or market conditions.
ESTATE PLANNING
We will recommend solutions that help maximize your estate’s value, while helping to ensure your beneficiaries will receive everything you’ve planned for them.
An estate plan needs to align with your whole financial picture so that your assets aren’t distributed in a manner you didn’t anticipate when you pass away.
MORTGAGES
IG Wealth Management offers competitive rates and flexible products that can help enhance your financial plan, reduce your debt faster and pay less interest over time.
Solutions Banking All-in-One: If you have a minimum of 20% equity in your home, the All-in-One option can help you simplify your banking, reduce your debt faster and pay less interest over time.
BUSINESS OWNERSHIP
Realistic strategies that make sense. Our sensible solutions can help you improve your day-to-day business operations, while our insights can help you pay less tax and plan for the future.
Whatever stage your business is at, we can help expand your operations, attract & retain employees, and maximize year-end profits.
UNLOCK YOUR FINANCIAL SUCCESS:
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GET IN TOUCH
Take the first step towards taking control of your financial future by partnering with a financial consultant who will develop a comprehensive plan tailored to your unique needs and goals.
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