Matthew EPC
Principal at MYLIFE Financial Group Inc. | Calgary, Alberta, Canada
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Matthew EPC serves as Principal at MYLIFE Financial Group Inc., where he leverages his extensive experience in the public sector of financial services to deliver tailored solutions for a diverse clientele that includes both retail and commercial clients. With a strong commitment to integrity, honesty, and professionalism, Matthew has established himself as a trusted advisor in the financial landscape of Alberta, British Columbia, and Ontario. His innovative approach to financial advisory is characterized by "outside the box" strategies that consistently yield year-over-year growth for his clients.
At MYLIFE Financial Group, Matthew is instrumental in spearheading key projects that focus on comprehensive estate planning, wealth management, and retirement savings strategies. His expertise in mutual funds and RRSPs allows him to craft personalized financial plans that align with clients' long-term goals. Matthew’s dedication to fostering professional referral programs has not only expanded his network but has also enhanced the overall client experience, ensuring that each individual receives the highest level of service.
With over 45 years of combined experience among the advisory team at MYLIFE Financial Group, Matthew plays a pivotal role in mentoring emerging financial advisors, sharing insights on strategic planning and the intricacies of the financial services industry. His commitment to continuous learning and adaptation to market trends ensures that clients benefit from the most current and effective financial strategies available. As a leader in the field, Matthew EPC is dedicated to empowering clients to achieve financial security and prosperity through informed decision-making and strategic investments.
Principal at MYLIFE Financial Group Inc. in January 2011 to Present
Financial Advisor at Freedom 55 Financial in June 2008 to January 2011
Financial Services Manager at BMO Financial Group in January 2006 to June 2008
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Canadian Securities Institute, Professional Financial Planning Certificate
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Disability Insurance
Estate Planning
Financial Planning
Insurance
Strategic Planning
Negotiation
Investments
Risk Management
Financial Analysis
Critical Illness
Strategic Financial Planning
RRSP
Wealth Management
Mutual Funds
Financial Services
Life Insurance
Investment Strategies
Retirement Planning
Financial Planners
Retirement Savings
Wealth
Investment Advisory
Retirement
Segregated Funds
Budgets
Financial Advisory
Finance
Management
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What is Matthew EPC email address?
Email Matthew EPC at [email protected]. This email is the most updated Matthew EPC's email found in 2026.
What is Matthew EPC phone number?
Matthew EPC phone number is (403)4749316.
How to contact Matthew EPC?
To contact Matthew EPC send an email to [email protected]. If you want to call Matthew EPC try calling on (403)4749316.
What company does Matthew EPC work for?
Matthew EPC works for MYLIFE Financial Group Inc.
What is Matthew EPC's role at MYLIFE Financial Group Inc.?
Matthew EPC is Principal
What industry does Matthew EPC work in?
Matthew EPC works in the Financial Services industry.
Matthew EPC Email Addresses
Matthew EPC Phone Numbers
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