One Advisor. Every Stage of Wealth.
A
BEYOND INVESTMENTS
Most financial advice stops at investing. I go deeper, helping clients protect what matters, plan for the long term, and prepare their families for the future.
B
STRATEGIC INSURANCE PLANNING
From life and disability coverage to corporate insurance strategies, I use insurance as a financial planning tool, not a product.
C
FAMILY WEALTH COACHING
From insurance strategies for children and dependents to education savings, wealth coaching for young adults, and legacy planning,
D
YOUR WEALTH, YOUR LEGACY
You’ve worked hard to build something meaningful. My job is to help you protect it, enjoy it, and pass it on wisely.
E
BUSINESS OWNER PLANNING
Your business is likely your biggest asset, but without the right planning, it can also become your biggest liability.
GET TO KNOW ME
Matthew Sheppard-Brown CFP® RRC
Financial Consultant
Hometown: Toronto, Canada
Phone: 403.253.4840
Email: matthew.sheppard-brown@ig.ca
You can call me Matt
I’m Matt Sheppard-Brown — a husband, a father to two young boys, and a financial advisor who believes that great planning starts with real relationships.
More than titles or certifications, my value comes from being the one person who ties everything together. I take a collaborative, big-picture approach — bringing together your goals, income, assets, and risks into one clear plan you can actually act on.
Whether you're building a legacy, planning for retirement, or just trying to make smart decisions with your money, my goal is simple: help you feel confident about your future — without the jargon, pressure, or revolving door of advisors.
Insurance That Works Like a Strategy. Not Just a Policy.
Most people think of insurance as a backup plan. I see it as one of the most powerful financial tools available, especially when you're building, preserving, or transferring wealth.
Whether it’s protecting your income, supporting your family, safeguarding your business, or minimizing taxes, insurance helps ensure that your hard work isn’t left to chance. The right insurance plan isn't just about peace of mind. It’s about control, flexibility, and confidence in your future.
I work with clients to use insurance as part of a broader, personalized financial strategy. One that adapts with your life and goals.
Personal and corporate coverage
LIFE INSURANCE
Safeguard your income
DISABILITY INSURANCE
One-time payout for serious illnesses
CRITICAL ILLNESS INSURANCE
Custom benefits for Businesses
GROUP BENEFIT PLANS
Lock insurability for the future
INSURANCE FOR CHILDREN
Protect shareholder value
BUSINESS + KEY PERSON INSURANCE
Beyond Investments
Legacy, protection, and clarity for every stage of wealth.
Wealth isn’t just about numbers, it’s about people.
Whether you’re navigating succession, setting up a trust, or securing your family’s future, I’m here to help you make smart, lasting decisions.
I partner with high-net-worth families and business owners to build customized strategies that go far beyond investing, covering everything from insurance and estate planning to guiding the next generation.
Everything You Need, Without the Runaround.
Services
COMPREHENSIVE FINANCIAL PLANNING
Tailored, all-encompassing plans that align your personal, family, and business goals. From cash flow management to tax strategies, we ensure every aspect of your wealth is working together for long-term success.
INSURANCE AND RISK PLANNING
Custom insurance strategies to protect your income, health, family, and estate. We offer life, disability, critical illness, and key person insurance to provide peace of mind when the unexpected happens.
INVESTMENT AND RETIREMENT PLANNING
Long-term investment strategies focused on growth, tax efficiency, and securing your retirement. We work with you to create a personalized plan that meets your needs today and prepares you for the future.
BUSINESS OWNER PLANNING
Financial strategies tailored for entrepreneurs, including succession planning, buy-sell agreements, and key person insurance. We help protect your business and personal assets while ensuring a smooth transition.
FAMILY WEALTH COACHING
Supporting families in building a solid financial foundation. From setting up insurance for children to creating investment strategies, we help you secure your family’s future and pass on wealth with purpose.
ESTATE AND LEGACY PLANNING
Tax-efficient wealth transfer solutions designed to preserve your legacy. We guide you through wills, trusts, succession planning, and charitable giving to ensure your wealth benefits future generations.
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Financial planning
for professionals and
business owners
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Smarter Retirement Income Planning
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Estate Planning Guide
