Matt Beckett, CFP, BCom, CIM

Private Wealth Advisor

Matthew BeckettMatt started his career with Coastal Community in 2004 and joined the wealth management team shortly after. He is now a Private Wealth Advisor, where his expertise lies in financial planning with personal and business clients.

The moments Matt most appreciates are the ones that make a difference in his client’s lives. When Matt assures clients they can retire comfortably and watches the weight lift off their shoulders, he feels great pride in their accomplishments. His goal is to help clients be crystal clear on their objectives so they can make great financial decisions.

Some of Matt’s many achievements include being nominated for the Top 40 Under 40 by the Comox Valley Chamber of Commerce in 2012, and being awarded Vancouver Island’s Top 20 under 40 in 2016 for business accomplishment and community leadership. In 2016, he was recognized as one of 30 advisors in Canada by Credential Financial. Matt is often quoted in local and national news regarding his mastery in financial planning.

Matt grew up on the island and enjoys golfing and fishing. He explores everything the island has to offer, such as hiking, snow sports, and camping with his wife and their two daughters.

Comox Valley · Campbell River · Connect on LinkedIn
250.703.4165 · Email Matt
IIROC AdvisorReport · Certified Financial Planner