We specialize in creating strategies that not only grow and protect wealth but also prepare families for long-term success. Whether planning for retirement, managing investments, or developing estate plans, our services are designed to ensure clarity and confidence at every stage of wealth.
IG Wealth Management | Matthew Sheppard-Brown CFP® RRC
Sat:
9:00 AM - 5:00 PM
Closed
About:
Located in Calgary, IG Wealth Management is led by Matthew Sheppard-Brown, a dedicated financial advisor passionate about helping clients navigate their financial journeys. With a focus on building strong relationships, Matt collaborates with business owners, families, and professionals to offer comprehensive financial planning tailored to individual needs.
We specialize in creating strategies that not only grow and protect wealth but also prepare families for long-term success. Whether planning for retirement, managing investments, or developing estate plans, our services are designed to ensure clarity and confidence at every stage of wealth.
We specialize in creating strategies that not only grow and protect wealth but also prepare families for long-term success. Whether planning for retirement, managing investments, or developing estate plans, our services are designed to ensure clarity and confidence at every stage of wealth.
Our Services
At IG Wealth Management, we provide a wide range of services to meet your financial needs effectively. Our core offerings include:
✔️ Comprehensive Financial Planning: Customized plans aligning with your personal, family, and business goals.
✔️ Insurance and Risk Planning: Strategies that safeguard your income and health, including life and disability insurance.
✔️ Investment and Retirement Planning: Tailored investment strategies focused on growth and tax efficiency.
✔️ Business Owner Planning: Financial strategies to protect your business and ensure a smooth transition.
✔️ Family Wealth Coaching: Support for families in investment strategies and wealth transfer planning.
Let's help you secure your financial future with our expert guidance.
✔️ Comprehensive Financial Planning: Customized plans aligning with your personal, family, and business goals.
✔️ Insurance and Risk Planning: Strategies that safeguard your income and health, including life and disability insurance.
✔️ Investment and Retirement Planning: Tailored investment strategies focused on growth and tax efficiency.
✔️ Business Owner Planning: Financial strategies to protect your business and ensure a smooth transition.
✔️ Family Wealth Coaching: Support for families in investment strategies and wealth transfer planning.
Let's help you secure your financial future with our expert guidance.
Why Choose Us?
Choosing IG Wealth Management means you’re partnering with a firm that values personalized service and long-term relationships. Here’s why you should consider us:
✔️ Experienced financial advice tailored to your unique situation
✔️ Comprehensive planning covering investments, insurance, and estate strategies
✔️ Focus on building and preserving wealth for families and business owners
✔️ Collaborative approach, working with your existing professionals
✔️ Trusted local advisor serving Calgary and beyond
Ready to take control of your financial future? Contact us today to get started.
✔️ Experienced financial advice tailored to your unique situation
✔️ Comprehensive planning covering investments, insurance, and estate strategies
✔️ Focus on building and preserving wealth for families and business owners
✔️ Collaborative approach, working with your existing professionals
✔️ Trusted local advisor serving Calgary and beyond
Ready to take control of your financial future? Contact us today to get started.
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Location & Hours:
- Mon: 9:00 AM - 5:00 PM
- Tue: 9:00 AM - 5:00 PM
- Wed: 9:00 AM - 5:00 PM
- Thu: 9:00 AM - 5:00 PM
- Fri: 9:00 AM - 5:00 PM
- Sat: 9:00 AM - 5:00 PM Closed
- Sun: 9:00 AM - 5:00 PM