Fee-Based Financial Planning
Realizing Your Financial Goals
We provide fee-based financial planning services for individuals, families, and business owners across Regina, Moose Jaw, and the rest of Saskatchewan. Our planning approach focuses on delivering personalized advice and comprehensive financial strategies tailored to your goals — including retirement planning, tax efficiency, estate planning, and cash flow management.
Fee-based planning is centered around building long-term financial clarity and helping clients make informed decisions with confidence through every stage of life.
Experts Dedicated to You
Our team combines extensive experience with a commitment to service excellence.
Matthew Evans
Lead Financial Planner
CFP®
Matt Evans has spent the past eight years in the financial services industry, working across banks, fintech companies, and independent financial planning firms. He specializes in working directly with families to improve their financial health, well-being, and education. Matt holds several industry designations, including the CERTIFIED FINANCIAL PLANNER® designation, and is committed to ongoing professional development to stay ahead of industry changes. Over the years, he has advised a wide range of clients, including families, business owners, professionals, non-profits, and snowbirds across Canada. Outside of work, Matt enjoys watching the Blue Jays and spending time outdoors with his spouse, Tanisha, and their two huskies, Fergie and Nelly.