AeroLeads people directory · profile
Matt Aubrey, Cfp Email & Phone Number
Founder and Chief Purpose Officer (CPO)
at
Purpose Benefits
1 work email found
@heinfinancial.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Chief Purpose Officer (CPO)
Location
Calgary, Alberta, Canada
Company size
Who is Matt Aubrey, Cfp? Overview
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Quick answer
Matt Aubrey, Cfp is listed as Founder and Chief Purpose Officer (CPO) at Purpose Benefits, a company with 6 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at heinfinancial.com and a matched LinkedIn profile for Matt Aubrey, Cfp.
Matt Aubrey, Cfp previously worked as Founder & Chief Purpose Officer (CPO) at Purpose Benefits and Sr. Vice President, Calgary at Gallagher. Matt Aubrey, Cfp holds Certified Financial Planner from Financial Planning Standards Council.
Company email context
Email format at Purpose Benefits
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{first}@heinfinancial.com
86% confidence
AeroLeads found 1 current-domain work email signal for Matt Aubrey, Cfp. Compare company email patterns before reaching out.
Profile bio
About Matt Aubrey, Cfp
Hello, I’m Matt Aubrey. I am a seasoned employee benefits and group retirement professional. As business owners, finance professionals and HR leaders – YOU are deliberate in the decisions you make in your business – your approach to benefits should be the same. I think it’s time we flip the script on how benefits have always been done and be purposeful in how we deliver programs to our teams.We are fiercely committed to delivering excellence in customer service, thought leadership and support. By working with Purpose Benefits, you’ll get the insights you need to build a great employee benefits and total rewards plan to inspire a workforce that’s engaged, motivated, and invested in your organization’s success.Reach out to connect today!
Listed skills include Critical Illness, Wealth Management, Retirement, Retirement Planning, and 14 others.
Current workplace
Matt Aubrey, Cfp's current company
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Purpose Benefits
6 roles
Matt Aubrey, Cfp work experience
A career timeline built from the work history available for this profile.
Founder & Chief Purpose Officer (Cpo)
Current
Aug 2022 - Present
Sr. Vice President, Calgary
Dec 2018 - Aug 2022
Founder
Hfg Benefits Corp.
HFG Benefits was acquired by Gallagher Benefit Services on December 01, 2018. www.hfgbenefits.com
Nov 2014 - Dec 2018
Partner
Sep 2005 - Dec 2018
Senior Wealth Advisor
Sep 2005 - Dec 2018
1 education record
Matt Aubrey, Cfp education
-
Financial Planning Standards Council
FAQ
Frequently asked questions about Matt Aubrey, Cfp
Quick answers generated from the profile data available on this page.
What company does Matt Aubrey, Cfp work for?
Matt Aubrey, Cfp works for Purpose Benefits.
What is Matt Aubrey, Cfp's role at Purpose Benefits?
Matt Aubrey, Cfp is listed as Founder and Chief Purpose Officer (CPO) at Purpose Benefits.
What is Matt Aubrey, Cfp's email address?
AeroLeads has found 1 work email signal at @heinfinancial.com for Matt Aubrey, Cfp at Purpose Benefits.
Where is Matt Aubrey, Cfp based?
Matt Aubrey, Cfp is based in Calgary, Alberta, Canada while working with Purpose Benefits.
What companies has Matt Aubrey, Cfp worked for?
Matt Aubrey, Cfp has worked for Purpose Benefits, Gallagher, Hfg Benefits Corp., Hein Financial Group, and Assante Financial Management Ltd..
How can I contact Matt Aubrey, Cfp?
You can use AeroLeads to view verified contact signals for Matt Aubrey, Cfp at Purpose Benefits, including work email, phone, and LinkedIn data when available.
What schools did Matt Aubrey, Cfp attend?
Matt Aubrey, Cfp holds Certified Financial Planner from Financial Planning Standards Council.
What skills is Matt Aubrey, Cfp known for?
Matt Aubrey, Cfp is listed with skills including Critical Illness, Wealth Management, Retirement, Retirement Planning, Investments, Strategic Financial Planning, Employee Benefits, and Certified Financial Planner.
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