Le conseil qu’il vous faut, lorsque vous en avez besoin

Nous reconnaissons que vous avez travaillé fort pour acquérir votre patrimoine. Nous savons aussi que vous souhaitez faire du bon travail, bien investir et transmettre non seulement votre patrimoine, mais aussi vos valeurs aux prochaines générations. Nous savons également que la gestion de votre patrimoine peut être complexe et prendre beaucoup de temps. En tant que conseiller Assante, nous vous aiderons à définir et à hiérarchiser chacun de vos objectifs et nous élaborerons un plan patrimonial complet qui vous permettra de les atteindre. Ensuite, nous vous accompagnerons tout au long de votre vie pour vous aider à relever tous les défis et à surmonter toutes les difficultés que vous pourriez rencontrer en cours de route.

Matt Buie, B.Sc., CFP

Senior Financial Planning Advisor

As a Senior Financial Planning Advisor at Assante, I can help you achieve your future dreams while enjoying peace of mind today. Whether it's Investing in Socially Responsible Impactful Investments utilizing the Environmental, Social and Governance selection criteria, a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I will work with you every step of the way.

Creating and managing your wealth can be complex and time-consuming. My role is to simplify your life and save you time by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth and help you build the future you desire.

For 25 years, I have been enjoying helping successful people live wonderful lives. My passion and focus are helping understand and realize each client’s unique life goals. 

I have always had an interest in the human experience.  As a result, I have pursued and obtained a Bachelor of Science in Psychology and Economics.  This degree helped strengthen my interest and understanding in Behavioral Economics and Finance, a field which explores various human biases and how they affect financial decision-making.  In my role as a Senior Financial Planning Advisor, I try to use these insights to help my clients avoid costly emotional financial mistakes.

To further strengthen my financial skills, I became a Certified Financial Planner.  This credential means that I have achieved and maintain internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.

I have also received the Responsible Investment Specialist designation from the Responsible Investment Association whose mandate is to educate and support the development of impactful Social Responsible investments in our world. In recent years, climate change has been dominating the headlines and has become a watershed issue helping to expand awareness around a growing number of other problems. My passion is to help my clients invest in impactful Social Responsible Investments to both make money and do good.

I specialize in combining sound proven fundamentals of financial planning, asset protection and investment management with the merits of leading-edge behavioral finance.  I also believe in thematic investing approaches that take advantage of relatively certain trends such as the need for increased sustainability and accelerating change driven by continual science and technological advancement.

Among my greatest strengths with my clients are my knowledge, integrity, commitment to exceptional service and a keen personal interest to understand the evolving marketplace.

On a personal note, I enjoy family time with my wife Tracy and two children, Michael and Emily. We are an active outdoor family spending time skiing, mountain biking and sailing. As a family we experience a Life Well Lived.

Feel free to connect with me to brainstorm on your Life Well Lived. 

(604) 685-2214 (office) or (604) 862-2274 (cell) or e-mail: mbuie@assante.com

Recent Posts

Une hausse de l’inflation entraînera-t-elle une hausse des rendements?

nov. 15, 2021

Quel sera l’impact d’une inflation plus élevée sur le rendement des investissements? Alfred Lam et Marchello Holditch analysent les facteurs économiques actuels pour le savoir....

Lire la suite

Blocage énergétique : Le signe d’un ralentissement économique?

oct. 27, 2021

Les questions énergétiques mondiales ont retenu l’attention des investisseurs au cours du mois dernier. Découvrez comment nous en sommes arrivés là et si les pénuries sont le signe d’un ralentissement économique plus large....

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Les arguments en faveur des actions

sept. 29, 2021

Malgré les inquiétudes des investisseurs, Alfred et Marchello expliquent pourquoi les actions restent la priorité de leurs portefeuilles....

Lire la suite

 

Matt Buie B.Sc., CFP

Senior Financial Planning Advisor

Services et stratégies d’investissement


Chez Gestion de patrimoine Assante CI, nous travaillerons avec vous pour développer une stratégie de gestion de patrimoine personnalisée afin de répondre à toutes vos étapes financières. Votre plan sera conçu en fonction de vos objectifs et de vos besoins, élaboré avec les meilleurs investissements du marché et surveillé en permanence afin de vous aider à créer l’avenir que vous désirez.

Si vous êtes à la recherche d’une solution financière qui simplifiera et améliorera votre vie, veuillez me contacter pour une consultation confidentielle.

 

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Adresse de bureau

800 West Pender Street Suite 1600
Vancouver, British Columbia
V6C 2V6 Canada