Achieving your financial objectives can be complex. From risk management to group plans to investing, RidgeRock Wealth breaks down each step in the financial planning process and ensures you are equipped to make informed decisions about your financial future. We make it our mission to simplify your financial life.
Matthew prides himself on having 16 years of experience in the business. This means he will be there for his clients and their families for many years to come. From your working years to your retirement years, to your next generation.
Clients are referrals
Client retention rate
These numbers are accurate as of April, 2023
Our approach is tailored and unique to each client.
Financial Planning is the foundation of RidgeRock Wealth’s service offering.
Matthew can refer clients to some of Canada’s largest portfolio managers through his registration with Raintree Financial Solutions.
Matthew can provide his clients with access to alternative investments through Raintree Financial Solutions.
WHAT OUR CLIENTS ARE SAYING
Matt has been phenomenal in helping our family navigate our financial awareness and plan. Matt prides himself in maintaining effective personal relationships with his clients that are built on trust and open communication. Matt always takes the time to understand our specific level of risk tolerance and investment goals while constructively offering insight and opinions based on a variety of products, options, and opportunities. This is a welcome change from previous investment persons and/or companies that make an investor feel limited to their base set of products or funds. The variety of options Matt offers helped us land on a successful investment strategy that aligns with both our goals and values.
We have been investing through Matthew Stewart for the past six years. He has a thorough knowledge of the products, an understanding of our needs, and provides suitable investment choices. Whether it is investing or withdrawing to fulfill our retirement dreams, we know Matthew has our best interest at heart! We highly recommend Matthew Stewart at Ridgerock Wealth!
Matthew has been an excellent asset to my family's financial portfolio and brings a wealth of knowledge and experience. He's introduced us to several different insurance and investment products, explaining how each works, and ensuring we're comfortable with the options presented, never pressuring or judging along the way. I highly recommend Matthew and RidgeRock Wealth, regardless of your financial situation.
Matt is very skilled at breaking information down into straightforward principles to help you make the best decisions. He treats our goals and future, the same as he would for himself or his family, so we are always confident that we are well informed and taken care of.
I would highly recommend Matthew Stewart to anyone looking for financial advice. Extremely professional and diligent, he carefully explains all options and works in the best interest of his clients. I have been extremely satisfied with his services.
When we first met Matthew, it was very clear that he would be an essential part of our financial planning and future. He immediately made us feel welcome and treated us like family. He is very knowledgeable and takes the time to explain all options. He truly cares about his clients, and is willing to work through every situation we have thrown at him. I feel comfortable talking to him and his professionalism as well as his personal touch let you know your in good hands. I have passed his information on to many family members and friends. I highly recommend RidgeRock Wealth.
The above testimonials are from existing clients in their words and were written at our request but may not reflect the experiences of all clients.
Everyone connects through stories. Stories are an integral part of Matthew Stewart’s business. The stories that are shared with him and the stories he gets to share with his clients form the framework for a long-lasting, successful business relationship.
“Through these stories, I get to know my clients on a very personal level. I love when my clients or potential clients come to me with questions and concerns and leave with solutions. I want my clients to have peace of mind and an optimistic outlook for their future.”
As an organization that collects, uses, and discloses personal information, Raintree Financial Solutions is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia, and Quebec), effective January 1st, 2004. In complying with these laws, it is important that Raintree Financial Solutions provide you with information so that you may fully understand the purposes for which your personal information is collected.
Over the course of your relationship with Raintree Financial Solutions and your Dealing Representative, personal information will be collected in order to administer your account. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information, and your social insurance number. This information allows for but is not limited to the buying and selling of investments on your behalf, in addition to providing you with reporting and the administration of your account in a manner that complies with regulations.
At times, Raintree Financial Solutions may be required to provide this information to investment manufacturers and trust companies as well as securities and other regulators or law enforcement agencies. These organizations are bound by and must comply with the same federal/provincial privacy act(s) as Raintree Financial Solutions. Raintree Financial Solutions does not disclose your information to any other organization(s) to use for their own purposes and in particular, will never sell or trade your personal information.
The purposes for which we collect, use, and disclose your personal information is central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, Raintree Financial Solutions will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Raintree Financial Solutions, you have impliedly consented to our collecting, using, and disclosing your personal information in the limited manner described.
In representing Raintree Financial Solutions in the purchase and sale of investments, your Dealing Representative is acting on behalf of Raintree Financial Solutions. However, your Dealing Representative may also be licensed to sell other products or services, which are not the business of Raintree Financial Solutions. Should they do so, your Dealing Representative will communicate with you directly regarding any additional use or disclosure of your personal information.
If you wish to review or make changes to your personal information you may do so by making a written request to Privacy Officer, Raintree Financial Solutions: Westgate Business Park, 10243 – 178 Street, Edmonton, AB T5S 1M3. Page 2 Should you have any questions or concerns regarding the use of your personal information we encourage you to speak with your Dealing Representative. Alternatively, you may contact the designated Privacy Officer for Raintree Financial Solutions via fax at 780.443.2656 or via email at admin@raintreeFS.com.
Exempt market investments are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Investment products sold in the exempt market are considered high risk because:
1. They are not covered by deposit or investor protection insurance;
2. Regulators do not review any of the offering documents for completeness and, in jurisdictions where an Offering Memorandum is filed, Regulators may not review them for completeness or accuracy;
3. Issuers of exempt products are not subject to the same ongoing disclosure obligations as public issuers;
4. Many exempt products are not as liquid as publicly-traded securities;
5. Exempt products are often subject to a greater degree of “key person” risk than more widely held securities;
6. They are purchased pursuant to an exemption from the usual protections accorded to investors in publicly-traded securities and under a prospectus offering; and
7. There may be risks other than these related to the specific investments purchased. It is the Dealing Representative’s obligation to discuss or otherwise provide the Client with access to information relating to some of those risks.
There can be no assurances that the investment will be able to maintain its net acquisition value or to produce projected income. Investment values change frequently and past performance may not be repeated.
Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same if the value of the securities purchased declines.
All non-investment-related business conducted by Representatives of Raintree Financial Solutions is not in the capacity of an employee or agent of Raintree Financial Solutions. Non-investment-related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, and estate and tax planning or tax return preparation. Accordingly, Raintree Financial Solutions is not liable and/or responsible for any non-investment-related business conducted by Representatives of Raintree Financial Solutions. Such business is the responsibility of the individual alone. Page 2
References on this website to third-party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided you will be leaving this site. Raintree Financial Solutions is not responsible for the information contained on these websites. This website is intended for Canadian residents only and the information contained herein is subject to change without notice. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting, or tax advice. Please consult an appropriate professional regarding your particular circumstances.