Matt Solberg

Background

About Matt Solberg

Matt Solberg holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM) designations and is a Senior Investment Advisor at TD Wealth Private Investment Advice with the Medicine Hat Wealth Group, which advises people who are in or nearing retirement and small business owners with specialized needs such as transitioning the ownership of their business tax-effectively. The group has extensive experience counselling clients on portfolio construction, appropriate investor behaviour, retirement issues, education planning, estate and legacy issues, asset protection strategies and tax-related topics with the support of TD Specialists. Matt brings more than 17 years in the industry and a passion for wealth planning to help people achieve their goals. Consulting closely with clients, he helps them with retirement planning, investment strategies, asset and income protection strategies, tax management strategies, education funding, wealth transfer, business succession planning strategies, and tax-smart charitable giving strategies. In addition, he advises regarding short-term cash flow needs, major purchase planning, and banking and credit management. Matt’s strengths are helping his clients to have realistic expectations, to demonstrate appropriate investor behaviour, and to understand how their decisions and discipline shape the future they want for themselves and their families. Medicine Hat Wealth Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer