Matt Lippert - IG Wealth Management

I began my career as a Consultant with Investors Group after earning an Honours Bachelor of Commerce degree with a focus in Management Economics and Finance from the University of Guelph in 2014. Since joining Davies & Mahnke Private Wealth Management in 2017 as an Associate Consultant, my focus is to provide integrated wealth management to families and professionals at all life stages who seek a

comprehensive financial roadmap. My careful introspection into the goals and primary objectives of clients allows me to quantify the value of having a financial plan as it evolves and grows with clients over the long term. As a member of the 56th Field Artillery Regiment (RCA) out of Brantford, Ontario, I proudly served as a Reserve Artillery Soldier for 6 years. My combined business acumen and military background provided me with a unique and structured perspective when it comes to strategic implementation for clients. I was born and raised in the rural area of Courtland, Ontario and have since settled down just outside of Guelph in Arkell, Ontario.