Matthew Baer
Job title: Advisor, Sun Life, BBA
Languages spoken: English
Area(s) served: Alberta
Trustworthy advice you can count on
Helping Albertans reach lifetime financial security
My name is Matthew Baer and I help Clients obtain long term financial security. Let’s work together towards your goals while protecting what is most important, at any stage of life. My goal is for you to have peace of mind when you think about your future by creating a custom roadmap.
I work with:
- millennials,
- families,
- business owners,
- entrepreneurs and
- high net worth individuals.
When we begin working together, I’ll set up some time to get to know you, your situation and your goals. I’ll then work to create a holistic plan that aligns your needs and long-term goals. We’ll work together to implement this plan and track your progress throughout your life. Whether you are an individual, family or business, I can help.
My office is in Calgary, Alberta. I offer in person and virtual appointments for Clients throughout Alberta. Contact my office to book your appointment.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.