PORTFOLIO MANAGER
Certified Financial Planner®
Chartered Investment Manager®
13+ Years
B.Comm. (Hons.)
University of Manitoba
200+ retirement planning
videos published
Early in my career, I kept noticing the same pattern. People were consistently saving, making thoughtful choices, and putting in the effort. But the decisions weren’t connected.
Investment withdrawals affect taxes. CPP timing changes income. One move often impacts several others. Most issues weren’t about effort, they were about coordination.
That realization shaped how I approach planning today. It also pushed me to spend more time educating and communicating.
Over the years, I’ve created a large library of retirement planning videos and resources aimed at helping Canadians better understand the decisions they’re facing and how those decisions work together.
Most of my time outside the office is spent with my wife, Melanie, and our three boys. I often joke that I have a second job as an evening Uber driver, usually taking the same three passengers to their next activity.
Hockey, golf, tennis, and now mostly watching my kids compete. I’ve always enjoyed the competition, discipline, and friendships that come with it.
Never something I really planned on doing, but it’s become one of the more rewarding parts of my life.
Marc provides very informative and reliable information on his YouTube channel. He even customized a personal video for my situation. Planning for retirement can feel overwhelming. With Marc at Trans Canada Wealth Mgt it’s good to know he’s got your back.
Excellent video content and advice, prompt responses from Marc.
I feel that Matt & Marc have my back at all times, and I can trust them fully. That’s… priceless.
COORDINATION REVIEW
We’ll learn more about your situation, discuss what’s important to you, answer your questions, and explore whether Trans Canada Wealth may be a good fit for your situation.
