Invested In Your Financial Health

Partners in Wealth Solutions are a firm of independent financial advisors based in Calgary with many years experience in the area of financial planning/advising. It is our mission to get to know you in order to offer the best financial advice for your unique situation. Partners in Wealth Solutions are unlike any other financial consultants because we care about both your personal and financial objects in order to maximize your goals.

Insurance

Investments

Taxes

Banking

Meet Our Team

With a strong track record of providing leading financial advice to individuals within Alberta and across Canada Partners in Wealth Solutions takes pride in its ability to tailor a financial solution that works for you.

Tim MatchimFounder, Financial Advisor

Tim has been a Financial Advisor since October 31st, 1995, he is the founder of Partners in Wealth Solutions est. 2006

Stephen BaxterFinancial Advisor

We are pleased to welcome Stephen to our team at Partners in Wealth Solutions. Stephen has been a Financial Advisor since 2006.

Where We Work

Our Strategy is Aligned with Your Best Interests

We are constantly looking to improve our performance and reputation and know that our advice and planning expertise will fit your unique situation.

Dedication

Provide only top-quality service to meet your needs by recommend best-in-class strategies

Quality

We will put into place the necessary strategies to achieve your financial and personal goals.

Commitment

Undertake a “know your client” review by meeting with you to review and update your financial plan regularly.

We’re Here To Help You Make Your Money Go The Distance

Let Partners in Wealth Solutions help you achieve your financial goals!

let’s get started!