Matt Beckett, BCom, CFP, CIM

Matt 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 that make a difference in his client’s lives is what Matt appreciates most. When Matt assures clients they can retire comfortably and sees the weight that is lifted off their shoulders, he feels great pride in their achievement. His goals are to help clients be crystal clear on their objectives so they can make great financial decisions. He helps make work optional for his clients.

Matt is proud of being nominated for the Top 40 under 40 by the Comox Valley Chamber of Commerce, a Finalist in the CUES Next Top Executives across North America, and a winner of Vancouver Island’s Top 20 under 40 for business excellence and community leadership. Matt is consistently recognized in the top 1% of advisors with Credential across Canada. He is often quoted in local and national news regarding his mastery in financial planning and advice. He gives his time back to the community as an active Rotarian and Comox Valley Community Foundation’s President.

Matt is an avid golfer, loves to camp, hike, and fish. He grew up on Vancouver Island and is supported by his wife and their two daughters.

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Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.