Who We Are
Matthew Cresswell
As a QAFP certified financial planner I pride myself on providing holistic financial advice my clients can rely on. Being born and raised in the small town of Tisdale, SK, I learned that authenticity and exceptional client service are key to creating lasting, professional relationships.
I attended the University of Saskatchewan where I earned a Bachelor of Commerce degree in Finance and an Agronomy diploma. I then started my career in financial services 5 years ago. Since then I have always been driven to improve my skills and gain more knowledge. I help my clients build holistic financial plans. My specialty is working with farmers and small business owners in the areas of investment management, retirement planning and succession planning.
As the owner of MC Wealth Management I wanted to create a firm that provides comprehensive, unbiased and trustworthy advice. I currently serve clients in Saskatchewan, Manitoba and British Columbia and am looking forward to expanding the team in an effort to help as many Canadians as possible reach their financial goals. Outside of the office you can find me playing sports like golf, baseball and hockey, travelling with my wife, ice fishing, snowmobiling or on the family farm.
QAFP®, B.Comm Finance
Core Values
Independence
Professional and unbiased recommendations
Trust
Honest and 100% client-focused
Reliability
Dependable service with competent advice
Integrity
Ethical and transparent
Commitment
Fostering lasting relationships and always keeping our promises
Philosophy
The number one priority at MC Wealth Management is providing a high level of service and exceptional client experience. With the total commitment to helping clients reach their financial goals, achieve peace of mind and live the life they dream. Being an independent firm that works with both an independent dealer (PEAK Investment Services Inc.) and independent MGA (HUB Financial) enforces our commitment to providing the highest quality, unbiased advice. When it comes to financial planning each and every one are different, and you can be sure we will treat them as such. Comprehensive and individualized planning is what we do.
GET IN TOUCH
Your financial journey, made personal. Let’s connect and build a plan together.