Matthew Baer
Job title: Advisor, Sun Life, BBA
Languages spoken: English
Area(s) served: Alberta
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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.
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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.
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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.