IG Wealth Management | Matthew Sheppard-Brown CFP®, RRC
A legal & financial in Calgary — personalized and approachable rather than corporate or transactional.
Care that adapts as needs change.
Clients new to investing or feeling financially overwhelmed.
Brings couples into the process together — both spouses report feeling informed and confident
personalized and approachable rather than corporate or transactional
What families look for first.
Who this may be right for.
Good fit for
- Clients new to investing or feeling financially overwhelmed
- Comprehensive planning covering investments, taxes, insurance, and retirement together
Ask first if
- Works with clients at all asset levels, including those with limited capital
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 Calgary families.
Calgary, AB
Questions families actually ask.
Does Matthew work with clients who have little investing experience or knowledge? +
Yes, multiple reviewers describe starting with little to no financial knowledge and finding Matthew patient, thorough, and non-judgmental in explaining every step. He is noted for making clients feel comfortable asking questions at any level.
Does Matthew work with couples on joint financial planning? +
Several couples have reviewed his services positively, noting that he takes the time to understand each partner's individual goals and risk tolerance while crafting a shared comprehensive plan.
What areas of financial planning does Matthew cover? +
Reviewers mention that his planning typically encompasses investments, taxes, insurance, retirement, and budgeting for both present and future financial situations.
How responsive and proactive is Matthew as an advisor? +
Clients consistently note timely check-ins, quick responses, regular updates on investment performance and market trends, and a proactive approach to proposing new ideas.
Does Matthew accept clients with limited assets or smaller portfolios? +
At least one reviewer specifically notes that Matthew goes the extra mile even for clients with very little capital to work with, suggesting he does not limit his services to high-net-worth individuals.
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