For Whom

For people who are open and who really want to be understood - we take the time to really understand you. If you see yourself in the following, we may be a good fit:

  • I have a nagging uncertainty about whether I’m doing all that could be done when it comes to my financial situation
  • I need to have a complete picture of my entire financial life
  • I am interested in taking the time to participate in a process to clarify my goals and articulate my values
  • I already have discipline in wealth accumulation and preservation
  • I value people who can guide me
  • I believe in relationships, not transactions
  • I get that I don’t have the expertise or the time to do it myself
  • I have experienced a shortage of intelligent, strategic financial counsel
  • I am willing to be open and upfront about my needs, desires and circumstances

If you are ready to explore more about us, see the ways we work alongside you and our partners below.

  • With the experts you need when you need them.

    Not only are we part of your financial team, but we also have a team of specialists we work with to assist you in the implementation, execution and administration associated with all your financial needs.

    Of course, we are always pleased to work with any valued and trusted experts you may have, but in case you need a resource we have hand-picked a number of quality professionals that we can introduce you to if it is appropriate for your situation. These resources include:

    • Accountants (i.e., corporate, personal, tax returns)
    • Tax specialists (i.e., lawyers and accountants)
    • Mortgage specialists

    As a financial planning firm, we have a choice between working for someone or being independent. We have chosen independence. Regardless of which choice we make, we are required to have a dealership to sponsor our securities license. We choose to be independent with Raymond James Ltd., sponsoring our license. By sponsoring our license, they ensure that we remain compliant for security purposes and administer all of our portfolios and investments.

    Raymond James Ltd. offers an independent platform where there is no requirement to sell proprietary products or services. Raymond James Ltd. does not tell us which products to sell or support. We are totally independent in our product selection. This relationship provides us with access to a full range of products and services, enabling us to recommend a portfolio that suits your needs rather than offering the “product of the month.”

  • We all have wealth.

    Craig Matthews, our founder, owner and lead financial planner literally wrote the book on the following philosophies we live by:

    1. The Wealth Equation – Everybody has wealth. Wealth is more than just money; it is time, health, wisdom, relationships and reputation. The relationship between these wealth assets in each individual’s life is their personal Wealth Equation™.
    2. Philosophies & Values Based Planning – At the root of all decisions is a set of very personal philosophies and values. We work closely with clients to help uncover and articulate these philosophies and values and use them as a beacon and filter in all planning and implementation of their affairs.

    The book is called Make Wealth Happen, ask us for a copy when you come in to meet us.

  • Opening young minds by building libraries.

    Our clients and the communities around us have been a great contribution to our success as a financial planning boutique.

    We in turn, are giving back by supporting a number of initiatives but focus primarily on Room to Read. Room to Read transforms the lives of millions of children in developing countries by focusing on literacy and gender equality in education. They do this by building schools, libraries and scholarships for girls to pursue secondary education.

  • Straight up information.

    At The Wealth Strategists, we are serious about the integrity and transparency with which we approach our relationships.

    We are accredited, meaning we have done the work and garnered the professional designations that serve as a baseline for competency in our field, and we abide by the Code of Professional Ethics as defined by Advocis, the Financial Advisors Association of Canada.

    As CERTIFIED FINANCIAL PLANNERS®, we are trained to develop and implement financial plans for individuals, businesses, and organizations, utilizing knowledge of income and estate tax, investments, risk-management analysis and retirement planning. CERTIFIED FINANCIAL PLANNERS® are certified after completing a series of requirements that include education, experience, ethics and an exam.

    1. We are associated with Raymond James Ltd., which is a registered securities dealer in Alberta. This allows us to offer a full range of investment products and services. 
    2. Insurance License – representative holding company are licensed to sell life insurance and income replacement (i.e., disability insurance) in the province of Alberta. This allows us to sell insurance products from a variety of insurance companies.