Edward Jones - Financial Advisor: Matthew Carter, CFP®
Care that adapts as needs change.
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving St. Albert families.
St. Albert, AB
Questions families actually ask.
What is Matthew Carter's professional designation? +
Matthew Carter holds the CFP® (Certified Financial Planner) designation, indicating a recognized level of financial planning expertise.
Does Matthew Carter work with a team? +
Yes, multiple reviewers reference working with Matt and his team, suggesting clients interact with more than just the advisor directly.
Does Matthew Carter consider tax implications when building financial plans? +
According to one reviewer, Matt takes a forward-thinking approach that accounts not only for investment returns but also the tax implications of those investments.
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