Matthew Learning

I am an advice-only financial planner dedicated to providing honest, unbiased guidance without the pressure of product sales or commissions. With a background in education and the trades, I transitioned into financial planning after witnessing the negative impact of poor industry advice on friends and family. I hold a Master of Business Administration (MBA) and a Bachelor of Commerce (B.Comm) and am currently pursuing my Qualified Associate Financial Planner (QAFP) and Certified Financial Planner (CFP) certifications. I serve clients across Western Canada, helping them navigate their financial futures with clarity and confidence.

Outside of work, I’m a recreational acrobat, teaching, performing, and practicing Acro Yoga and partner Acrobatics. I travel a quite a bit, both for teaching Acrobatics and also just to explore the world! In the summer, you'll catch me playing beach volleyball, slacklining, or away at a music festival dancing the night away. I'm also a bit of a tinkerer. I own a 3d printer and have been learning to 3d design custom designs to print.

My favorite part about the work I do is getting to know the person behind the financial plan. Understanding someone goals, interests, and future dreams, and then working to build a financial plan to achieve them is an extremely fulfilling process. Everyday I'm happy to be able to do the work that I do. My goal is to empower you with the knowledge and strategies you need to take control of your financial future, without the pressure of product sales.

Check out the services I offer, and if you think advice-only planning is right for you then feel free to reach out. I look forward to hearing from you!