Matt Aubrey, Cfp

Matt Aubrey, Cfp Email and Phone Number

Founder and Chief Purpose Officer (CPO) @ Purpose Benefits
Calgary, AB, CA
Matt Aubrey, Cfp's Location
Calgary, Alberta, Canada, Canada
Matt Aubrey, Cfp's Contact Details

Matt Aubrey, Cfp work email

Matt Aubrey, Cfp personal email

n/a
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!

Matt Aubrey, Cfp's Current Company Details
Purpose Benefits

Purpose Benefits

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Founder and Chief Purpose Officer (CPO)
Calgary, AB, CA
Website:
purposebenefits.com
Employees:
6
Matt Aubrey, Cfp Work Experience Details
  • Purpose Benefits
    Founder And Chief Purpose Officer (Cpo)
    Purpose Benefits
    Calgary, Ab, Ca
    View
  • Purpose Benefits
    Founder & Chief Purpose Officer (Cpo)
    Purpose Benefits Aug 2022 - Present
    Calgary, Alberta, Canada
    View
  • Gallagher
    Sr. Vice President, Calgary
    Gallagher Dec 2018 - Aug 2022
    Calgary, Canada Area
    View
  • Hfg Benefits Corp.
    Founder
    Hfg Benefits Corp. Nov 2014 - Dec 2018
    Calgary, Canada Area
    HFG Benefits was acquired by Gallagher Benefit Services on December 01, 2018. www.hfgbenefits.com
  • Hein Financial Group
    Partner
    Hein Financial Group Sep 2005 - Dec 2018
    View
  • Assante Financial Management Ltd.
    Senior Wealth Advisor
    Assante Financial Management Ltd. Sep 2005 - Dec 2018
    Calgary, Ab
    View

Matt Aubrey, Cfp Skills

Critical Illness Wealth Management Retirement Retirement Planning Investments Strategic Financial Planning Employee Benefits Certified Financial Planner Finance Disability Insurance Life Insurance Risk Management Mutual Funds Wealth Insurance Tax Pensions Financial Planning

Matt Aubrey, Cfp Education Details

  • Financial Planning Standards Council
    Financial Planning Standards Council
    Certified Financial Planner

Frequently Asked Questions about Matt Aubrey, Cfp

What company does Matt Aubrey, Cfp work for?

Matt Aubrey, Cfp works for Purpose Benefits

What is Matt Aubrey, Cfp's role at the current company?

Matt Aubrey, Cfp's current role is Founder and Chief Purpose Officer (CPO).

What is Matt Aubrey, Cfp's email address?

Matt Aubrey, Cfp's email address is ma****@****ial.com

What schools did Matt Aubrey, Cfp attend?

Matt Aubrey, Cfp attended Financial Planning Standards Council.

What skills is Matt Aubrey, Cfp known for?

Matt Aubrey, Cfp has skills like Critical Illness, Wealth Management, Retirement, Retirement Planning, Investments, Strategic Financial Planning, Employee Benefits, Certified Financial Planner, Finance, Disability Insurance, Life Insurance, Risk Management.

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