Wealth, Strategy, Legacy Aligned.
Private, strategic financial planning for entrepreneurs, families, and business owners.
Our Approach: Coordinated Planning for Complex Financial Lives
Most financial advice happens in silos.
Your accountant focuses on taxes.
Your lawyer focuses on legal structure.
Your investment advisor focuses on portfolios.
Our role is to bring those pieces together.
We coordinate your entire financial life into a focused, integrated plan designed for long-term wealth.
Financial Architecture
We analyze how your personal assets, corporations, trusts, and family wealth structures interact, then identify opportunities to improve protection, tax efficiency, and long-term flexibility
Retirement & Income Planning
Bespoke cash flow strategies are designed for you with careful attention to your asset structure, capability for risk, with tax efficiency.
The art of income planning is just as important as designing your accumulation structure efficiently.
Risk & Estate Planning
It's impossible to consider a financial plan "complete" without stress testing it first. We believe in feeling secure in your wealth.
Premature death, relationship breakdown, disability, illness, market events, inflation, problematic business relationships or events can happen without notice.
We build action plans in advance to protect you from unexpected or catastrophic events.
Corporate & Personal Wealth Planning
Business owners and incorporated professionals are all unique, and their financial strategy should be tailored to their specific situation.
We help you navigate the complex financial relationship between your family needs and your business financials, allowing you to keep and protect more of your hard earned wealth.
We Are Committed To
Collaboration with Your Advisors
We work alongside your existing accounting, legal, and other professional advisory teams.
Integrated Advice
All aspects of your financial life working together through integrated advice and coordinated asset management.
Clear Decision Frameworks
Helping you make confident financial decisions - Based on facts and numbers that tell the truth.
Long-Term Relationships
We take on clients for life, offering planning that evolves with your lifestyle, business and family.
Our Team
Alastair Seabrook, CFP, RRC
Partner & Senior Financial Consultant
Alastair works primarily 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.
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.
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 planning & 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.
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.
Who We Work Best With
We typically work with:
Business owners with growing corporate wealth, retained earnings, or complex planning needs.
Professionals with incorporated practices
Affluent families approaching retirement or succession
Individuals with complex needs, seeking coordinated tax and investment planning
Want to find out more about what it's like to work with us?
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.
Financial planning
for professionals and
business owners
Smarter Retirement Income Planning
Estate Planning Guide
Client Testimonials
Cassidy S. ★★★★★
Alastair is the real deal and truly one of the "good ones" in the financial world. It's refreshing to work with an advisor who sincerely cares, genuinely listens, and views our success as his own. He is proactive and provides great advice without any of the self-serving tactics found elsewhere. His great attitude and personality make him incredibly easy to work with, easy to talk to, and we highly recommend him to anyone looking for a trustworthy advisor.
Alyssa B. ★★★★★
My husband and I could not be more satisfied and trusting of Matthew at IG Wealth Management. He constantly is doing high-quality work. Proposing great new ideas for us and being proactive. We have never had this kind of trust, commitment and expertise from past experiences. He truly cares and always goes the extra mile to get or do what’s best for us and our family, which truly makes us so grateful to have him! He is always professional and honest. We have absolutely nothing but positive experiences and feel much more knowledgeable and in the loop of our finances with him. He truly is incredible!
Marshall K. ★★★★★
Alastair is very patient and knowledgeable when explaining retirement and market strategies. His use of graphs and explanations of the graphs allows for a full understanding of how your money is working for you, what the market is doing and how different investment strategies will benefit you during these ever-changing times. He has been a very valued advisor in our pre and post retirement journey! I can’t say enough about him and would highly recommend him to anyone searching for an advisor they can trust!
Nicole ★★★★★
We highly recommend Matt for financial planning. Both my husband and I have benefited from his expertise and personalized approach. He takes the time to understand our individual goals and risk tolerance, crafting a comprehensive plan that covers investments, taxes, insurance, and retirement. His attention to detail has made a significant difference for us, and we now feel more confident about our financial future together.
Peter G. ★★★★★
Alastair has made our retirement possible. Because of his meticulous planning he has made things possible that we never thought could happen. He’s an excellent communicator, responds to all questions and requests and is extremely knowledgeable and helpful.
Igal K. ★★★★★
Absolutely the best service you can ask from someone. I absolutely trust Matt to take care of all my needs and handle my investments. Never any issues, everything always gets handled. I will continue to keep doing buisness with Matt. I look forward to keep this relationship and customer care going!
Everything you need, in one place,
without the runaround.
Let's talk!
We are eligible to provide advice, products, and services across Canada.
Together, we can craft your financial legacy.
Centre 100, 37 Richard Way SW, Calgary, AB T3E 7M8
