At The Wealth Strategists, we are serious about the integrity and transparency with which we approach our relationships.
We are accredited, meaning we have done the work and garnered the professional designations that serve as a baseline for competency in our field, and we abide by the Code of Professional Ethics as defined by Advocis, the Financial Advisors Association of Canada.
As CERTIFIED FINANCIAL PLANNERS®, we are trained to develop and implement financial plans for individuals, businesses, and organizations, utilizing knowledge of income and estate tax, investments, risk-management analysis and retirement planning. CERTIFIED FINANCIAL PLANNERS® are certified after completing a series of requirements that include education, experience, ethics and an exam.
- We are associated with HollisWealth®, which is a registered securities dealer in Alberta. This allows us to offer a full range of investment products and services.
- Insurance License – Craig Matthews and his representative holding company are licensed to sell life insurance and income replacement (i.e., disability insurance) in the province of Alberta. This allows us to sell insurance products from a variety of insurance companies.