Wealth Planner And Certified Financial Planner
Aesica Financial / Optimize Wealth Management
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Mathew Conniff, B.Comm., Cfp, Cim Email & Phone Number
Wealth Planner and Certified Financial Planner
at
Aesica Financial / Optimize Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Aesica Financial / Optimize Wealth Management
Role
Wealth Planner and Certified Financial Planner
Location
Sherwood Park, Alberta, Canada
Who is Mathew Conniff, B.Comm., Cfp, Cim? Overview
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Quick answer
Mathew Conniff, B.Comm., Cfp, Cim is listed as Wealth Planner and Certified Financial Planner at Aesica Financial / Optimize Wealth Management, based in Sherwood Park, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Mathew Conniff, B.Comm., Cfp, Cim.
Mathew Conniff, B.Comm., Cfp, Cim previously worked as Wealth Planner / Certified Financial Planner at Aesica Financial / Optimize Wealth Management and Certified Financial Planner at Aesica Financial / Fundex Investments Inc.. Mathew Conniff, B.Comm., Cfp, Cim holds Bachelor Of Commerce, Accounting from Macewan University.
Profile bio
About Mathew Conniff, B.Comm., Cfp, Cim
I aim to create strong and lasting relationships with clients, providing them with quality service. I offer unbiased independent financial advice and investment management services to construct portfolios with investment solutions that are well positioned for long term growth.
Current workplace
Mathew Conniff, B.Comm., Cfp, Cim's current company
Company context helps verify the profile and gives searchers a useful next step.
Aesica Financial / Optimize Wealth Management
6 roles
Mathew Conniff, B.Comm., Cfp, Cim work experience
A career timeline built from the work history available for this profile.
Wealth Planner / Certified Financial Planner
Current
Aesica Financial / Optimize Wealth Management
Oct 2021 - Present
Certified Financial Planner
Aesica Financial / Fundex Investments Inc.
Mar 2020 - Oct 2021
Certified Financial Planner
Equate Financial Management / Fundex Investments Inc.
May 2019 - Mar 2020
Financial Assistant
Equate Financial Management / Fundex Investments Inc.
May 2016 - May 2019
Personal Banking Specialist
Sep 2013 - May 2016
1 education record
Mathew Conniff, B.Comm., Cfp, Cim education
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Macewan University
FAQ
Frequently asked questions about Mathew Conniff, B.Comm., Cfp, Cim
Quick answers generated from the profile data available on this page.
What company does Mathew Conniff, B.Comm., Cfp, Cim work for?
Mathew Conniff, B.Comm., Cfp, Cim works for Aesica Financial / Optimize Wealth Management.
What is Mathew Conniff, B.Comm., Cfp, Cim's role at Aesica Financial / Optimize Wealth Management?
Mathew Conniff, B.Comm., Cfp, Cim is listed as Wealth Planner and Certified Financial Planner at Aesica Financial / Optimize Wealth Management.
Where is Mathew Conniff, B.Comm., Cfp, Cim based?
Mathew Conniff, B.Comm., Cfp, Cim is based in Sherwood Park, Alberta, Canada while working with Aesica Financial / Optimize Wealth Management.
What companies has Mathew Conniff, B.Comm., Cfp, Cim worked for?
Mathew Conniff, B.Comm., Cfp, Cim has worked for Aesica Financial / Optimize Wealth Management, Aesica Financial / Fundex Investments Inc., Equate Financial Management / Fundex Investments Inc., and Atb Financial.
How can I contact Mathew Conniff, B.Comm., Cfp, Cim?
You can use AeroLeads to view verified contact signals for Mathew Conniff, B.Comm., Cfp, Cim at Aesica Financial / Optimize Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Mathew Conniff, B.Comm., Cfp, Cim attend?
Mathew Conniff, B.Comm., Cfp, Cim holds Bachelor Of Commerce, Accounting from Macewan University.
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