NOT SURE IF YOUR RETIREMENT PLAN IS ON TRACK? Master Your Retirement Seminar June 21, 2025
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.
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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
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Why work with you instead of someone at the bank?Banks offer products. I offer strategy. I’m not tied to quotas or a single institution’s lineup. Every recommendation I make is built around your needs, not a sales target. You’ll also get consistency. One advisor who knows your story, not a new face every time you walk in the door.
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Do you work with my accountant or lawyer?Yes, I welcome collaboration. If you already have trusted professionals in place, I’ll work closely with them to make sure your overall plan is aligned, efficient, and working in your best interest.
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Do you offer virtual meetings, or only in-person appointments?I offer both! While I'm based in Calgary, I work with clients across Canada and hold licenses in multiple provinces. Whether you prefer to meet virtually or in person, I’ll accommodate what works best for you.
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What happens in the first meeting?It’s a relaxed, no-pressure conversation where I get to understand what’s most important to you. We’ll talk about your goals, current financial situation, and any questions you have. It’s all about making sure we’re a good fit.
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What makes your approach different?I offer personalized, long-term planning, not just one-off product recommendations. With me, you get one trusted point of contact who understands your full financial picture. I coordinate everything from insurance to estate planning to investments, so each piece works together with purpose
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Do I need to have a certain amount of money to work with you?While many of my clients have $250,000 or more in investable assets or are high-income earners, I don’t have a hard minimum. What matters most is mindset. If you're serious about building, protecting, or transitioning wealth, whether for your family, your business, or your future. We can build a strategy that makes sense for where you are today and where you're headed.
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Who do you typically work with?I work with business owners, professionals, and families who are serious about building and protecting long-term wealth. Many of my clients are navigating complex financial decisions around insurance, succession, legacy, and tax planning, and are looking for a trusted advisor who can bring everything together.
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What provinces are you licenses in?Alberta British Columbia Saskatchewan Ontario Northwest Territories
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How do I make an innitial appointment with you?Head over to BOOK NOW button and select a time on my outlook booking calendar. You'll received an email confirmation within 48 hrs.
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How are you compensated?I’m compensated through commission and/or fee-based models depending on the solution that best suits your needs. Everything is fully transparent, and I’ll always walk you through how I’m paid and why a solution fits your overall plan.
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Do you handle mortgages?While I’m not a licensed mortgage specialist, I understand that your mortgage is a key piece of your overall financial plan. That’s why I work closely with IG Wealth Management’s in-house mortgage team to help you explore solutions that align with your goals. Whether you’re buying your first home, refinancing, or planning a move, we’ll ensure your mortgage strategy supports the bigger picture.
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Do you offer Seminars?Yes! I host educational seminars throughout the year for individuals, families, and business owners looking to better understand their financial options. Topics range from estate planning and insurance strategies to tax efficiency, investing, and preparing the next generation. Whether you're just starting to plan or looking to refine your strategy, these sessions are a great way to learn, ask questions, and connect. Interested in attending or booking a session for your group or business? Let’s talk.
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Do you offer financial planning?YES! It is the foundation of everything I do. Your financial plan ties together your income, insurance, taxes, investments, retirement goals, estate needs, and more. It evolves as your life changes and guides every recommendation I make.
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Do you offer insurance?Absolutely. Insurance is a cornerstone of protecting your family, income, and business. I specialize in building customized strategies that do just that. I offer life, disability, critical illness, health & dental, key person insurance, and more.
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What types of insurance do you offer?Life Insurance Disability Insurance Critical Illness Insurance Health & Dental Plans Key Person & Business Insurance Children’s Insurance
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Do you only offer IG Wealth Management products?As part of IG Wealth Management, I have access to a broad lineup of in-house and partner solutions. I’m not here to push products, I’m here to build strategies. Every recommendation is made with your unique goals and needs in mind.