Edward Jones - Financial Advisor: Matthew Carter, CFP®
Matthew Carter is a CFP® financial advisor at Edward Jones in St. Albert, Alberta, offering retirement income and savings strategies, estate and legacy planning, and intergenerational planning. The practice serves investors during major financial events and is available weekdays
- Emphasis on tax & financial planning
- 3 client reviews (5.0★ average)
- Caregivers speak French
Strong fit for tax & financial planning.
Matthew Carter is a CFP® financial advisor at Edward Jones in St. Albert, Alberta, offering retirement income and savings strategies, estate and legacy planning, and intergenerational planning. The practice serves investors during major financial events and is available weekdays from 8:30 AM to 4:00 PM.
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
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
In their own words.
“Great working with Mat and his team”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar St. Albert providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Edward Jones - Financial Advisor: Matthew Carter, CFP® · this provider | 3 | 5.0 | Tax & Financial Planning |
| Weary & Company | 74 | 4.8 | Wills & Estates |
| Nguyen Scott LLP | 64 | 4.7 | Tax & Financial Planning |
| Ritzen Warshawski Anderson Manning LLP | 59 | 4.8 | Wills & Estates |
| Foisy Law Offices | 52 | 4.0 | Estate Administration / Probate |
| Lift Legal | 46 | 4.8 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in St. Albert. Verify current details with each provider.
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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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