IG Wealth Management | Matthew Sheppard-Brown CFP®, RRC
Matthew Sheppard-Brown is a CFP® and RRC financial consultant with IG Wealth Management in Calgary. The provided website text contains only styling code and does not include substantive service descriptions.
- Emphasis on tax & financial planning
- 16 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Matthew Sheppard-Brown is a CFP® and RRC financial consultant with IG Wealth Management in Calgary. The provided website text contains only styling code and does not include substantive service descriptions.
Brings couples into the process together — both spouses report feeling informed and confident
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.
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
In their own words.
“Matthew is very knowledgeable and approachable. Would recommend his services to anyone anytime.”
“Matthew was extremely helpful. Thank you, Matthew, for your great work in carrying out what was required quickly.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| IG Wealth Management | Matthew Sheppard-Brown CFP®, RRC · this provider | 16 | 5.0 | Tax & Financial Planning |
| Property Law Firm CB LLP (MacKay Real Property Law) | 1229 | 4.9 | — |
| Property Law Firm CB LLP | Calgary South | 544 | 5.0 | — |
| Summit Legal Group | 525 | 4.9 | Wills & Estates |
| Kahane Law Office | 513 | 4.5 | Wills & Estates |
| Clark & Clark Lawyers | 504 | 4.9 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Calgary. Verify current details with each provider.
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Get my top matches →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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