Matthew Vetter

BA, CFP®, CIM®
Financial Coordination | Portfolio Manager

Matt helps business owners and their families make clear, confident decisions by connecting their corporate and personal finances into one coordinated plan.

Matt is a Portfolio Manager with WealthSmart Securities of Aligned Capital Partners Inc.* and co-leads WealthSmart’s work with business owners. He holds the Certified Financial Planner® and Chartered Investment Manager® designations and is also an insurance advisor.

Matt earned a Bachelor of Arts in Psychology from UBC, and it shapes how he works. Good financial decisions depend as much on behaviour as on numbers, so he focuses on helping clients understand their options, stay steady when markets get noisy, and follow through on a plan they believe in.

Since joining the family business in 2013, Matt has found his calling in helping people achieve and protect what matters most to them. He and Richard Vetter regularly share practical insights on the WealthSmart blog.