BCom, CFP®, CIM®
Matt Beckett considers it a privilege to work with families, businesses, and non-profit organizations to achieve their financial and lifestyle goals. He understands that each client’s journey is different, and Matt ensures that each plan is uniquely theirs.
With a career in wealth management that spans nearly two decades, what Matt cherishes most is making a positive impact in his clients’ lives. His expertise and experience provide a lot of certainty in an uncertain world. Matt works to empower his clients so they can make strong financial decisions.
Matt is often quoted in local and national news for his outstanding aptitude in financial planning and advice.
Matt is an active Rotarian and community leader as a past president of the Comox Valley Community Foundation, organizer of the Mayor’s Golf Charity Classic and supports the Comox Valley Transition Society.
Growing up on Vancouver Island has instilled a passion for the island lifestyle in Matt, and along with his wife and their two daughters, he loves to camp, fish, golf, and experience all the island has to offer.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.