The Live Beyond Wealth was idealized by Matt Buie, a highly passionate professional. His will is to help you achieve the best version of yourself and live a Life Well Lived.
Meet Matt Buie below.
B.Sc., CFP®
Certified Financial Planner
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.
Matt is amazing.
Matt is an Investment Advisor who keeps in touch on a regular basis. He is there when I need him and I value his knowledge and recommendations. He is a nice guy, a good listener and has a nice approach. I have been his client for the last seven years and have been quite happy with his level of service.
Matt Buie always impresses me as being honest and having integrity. He is very personable. He listens to my concerns, what is important to me and does not push his own agenda. I have confidence in Matt. He offers wonderful service. He will phone me when items in my portfolio need rebalancing. I do not feel that I have to look over his shoulder. He is on top of what is going on. He initiates portfolio reviews on a regular basis and it is clear that he is looking out for our best interests.
I am deeply grateful for the day I met Matt Buie. At 42, a single income, single mother, I own a home I love, my Will and Power of Attorney are in place, I am comfortable with all my insurance coverage and my RRSPs and RESPs are in a healthy state that make me confident about the education I can provide for my 5 year old and my quality of life in retirement. And though I do reserve some credit for myself, I know without a doubt that I would not have reached my current state of 'peace of mind' without the guidance and friendship of Matt Buie. I am no rock star when it comes to earning or saving money, but looking back on what Matt has helped me accomplish in the 15 years I have known him, I am very proud. That's a nice way to feel in this day and age. More than Matt's honesty and integrity (which are considerable), I truly appreciate his ability to help me assess what is truly important to me in my life and help me to make sure that those are the things I focus my energy on when making financial choices.
I am a retired social worker and have been a client of Matt Buie’s for close to twenty years. I have always found Matt to be both honest and trustworthy and whenever I have phoned with a question or request, he has returned my calls promptly, something none of my previous financial advisors could manage. Matt is well organized and patiently takes the time and effort to explain any changes he proposes to make in my investment portfolio. Over these years he hasn’t made me a massive fortune—and I had no expectation that he would—but he has given me a decent profit, despite the recession we have reportedly put behind us. I would unreservedly recommend Matt to any person who asked me about a financial planner.
Matt Buie has been our financial advisor for over 9 years now. Without exception Matt has been honest, trusting and trustworthy, ordered and open- minded in his dealings with us. Over all these years during each encounter Matt’s intention to serve us as unique and valued clients is always evident, enjoyable (along with his humor), and professional.
When I consider my upcoming retirement, it has been incredibly helpful for me to review where I am at not only financially but also personally and contemplate what is next. I find it helpful to discuss and have your sage input/advice and to know that what I am experiencing is the norm.
