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Wealth, Strategy, Legacy Aligned.

Private, strategic financial planning for entrepreneurs, families, and business owners.

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Wealth,
Strategy,
Legacy

Aligned.

Private, strategic financial planning for entrepreneurs, families, and business owners.

Get Started

Our Comprehensive Strategy

Every element of your financial life is strategically aligned. Investments, insurance, and estate planning work together to secure lasting wealth and legacy.

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Tailored Financial Solutions

Arrange a Personal Consultation
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Financial Planning

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Investing

Through our insurance strategy, we design solutions that safeguard your assets and provide peace of mind for you and your family.

Insurance

Estate planning helps you prepare for the future, ensuring your legacy is preserved and passed on according to your wishes.

Advisory

Our advisory services offer tailored guidance, collaborating with your existing professionals to ensure integrated and cohesive financial planning.

Our Commitment to You

Client First

Our trusted partners enhance your experience.

Strategic Planning

We focus solely on your unique needs.

Expert Guidance

Strategic planning is at our core services.

Personal Touch

You're never just a number with us.

Our Team

Alastair Seabrook Calgary CFP RRC Financ.avif

Alastair Seabrook, CFP, RRC

Partner & Senior Financial Consultant

Alastair works with professionals, business owners, and high-net-worth families to bring structure and clarity to complex financial lives. His approach centers on building tailored, long-term strategies that integrate investment planning, tax efficiency, retirement income, and estate considerations into one coordinated plan.

He is known for his meticulous, detail-driven style and for helping clients make confident decisions in areas where there is often noise, uncertainty, or competing advice. By taking a comprehensive view of each household’s financial picture, he focuses on optimizing outcomes across every stage of wealth accumulation and transition.

Outside the office, Alastair enjoys spending time with family, staying active, and getting outdoors whenever possible.

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Matthew Sheppard-Brown, CFP, RRC

Partner & Senior Financial Consultant

Matthew brings a relationship-first, big-picture approach to wealth planning. He works closely with business owners, professionals, and families to help them build, protect, and transition their wealth with clarity and confidence. His philosophy is that strong financial plans begin with understanding the full picture — goals, income, assets, risks, and family priorities — and bringing them together into one coordinated strategy.

Having called Calgary home for many years, Matthew focuses on simplifying complex financial decisions and helping clients feel confident about the path ahead. His work spans retirement planning, insurance strategy, family wealth planning, and business owner solutions, all delivered through a collaborative and practical planning process.

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Jared Morrison, CFP

Estate & Insurance Specialist

Jared specializes in advanced insurance and estate strategies designed to protect wealth, preserve capital, and support effective intergenerational transfer. He works closely with clients and advisors to implement solutions around retirement income protection, estate equalization, charitable giving, business succession planning, and living benefits such as disability and critical illness coverage.

His role is to ensure that risk management and estate planning are fully integrated into the broader financial plan, helping clients safeguard what they’ve built while maintaining flexibility for the future.

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Parker Broadway, BA (Econ)

 Practice Coordinator

Parker supports the team’s daily operations, helping ensure client service runs smoothly and efficiently. He assists with administration, transactions, documentation, scheduling, and client communication with care and attention to detail.

He holds a Bachelor’s degree in Economics from the University of Calgary and brings financial services experience grounded in organization, confidentiality, and client care. Known for his positive attitude and strong work ethic, Parker continues to grow in his role while bringing creativity and energy to the team.

    A Legacy of Trust

    At Seabrook Sheppard-Brown and Associates, we are dedicated to delivering tailored financial planning solutions to high-net-worth individuals and families, ensuring clarity, coordination, and peace of mind for our clients.

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    One trusted point of contact, bringing all aspects of your financial life together.

    Contact
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    Dedicated Team

    Our dedicated team collaborates efficiently, ensuring continuity with one primary contact for every client’s financial journey.

    Long-Term Partnership

    We engage clients as partners, offering ongoing support and guidance throughout their financial evolution.

    Trusted Collaborators

    We work alongside clients' existing advisors to integrate seamlessly and achieve long-term financial success.

    Resources

    These resources are designed to help you make smarter financial decisions.

    Learn strategies around tax, insurance, investing, retirement and business planning. Then reach out when you’re ready for advice that’s built around YOU.

    Financial planning
    for professionals and
    business owners

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    Smarter Retirement Income Planning

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    Estate Planning Guide

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    Client Experiences

    James Wang

    Trustworthy guidance that has shaped my financial future immensely.

    Sarah Chen

    Their approach is refreshing; they prioritize my goals above everything.

    David Johnson

    I've experienced exceptional support every step of the way.

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    Everything you need,
    without the runaround.

    Let's talk!

    We are licensed to provide advise product and services across Canada. 

    Together, we can craft your financial legacy.

    Centre 100, 37 Richard Way SW, Calgary, AB T3E 7M8

    Contact us

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