Matthew Shipley, Cfp®

Matthew Shipley, Cfp® Email and Phone Number

Partner | Wealth Management | Financial Planner @ OPES Family Advisory
Matthew Shipley, Cfp®'s Location
Ottawa, Ontario, Canada, Canada
Matthew Shipley, Cfp®'s Contact Details

Matthew Shipley, Cfp® work email

Matthew Shipley, Cfp® personal email

About Matthew Shipley, Cfp®

Matthew Shipley, Cfp® is a Partner | Wealth Management | Financial Planner at OPES Family Advisory. He possess expertise in retirement planning, financial planning, wealth management, estate planning.

Matthew Shipley, Cfp®'s Current Company Details
OPES Family Advisory

Opes Family Advisory

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Partner | Wealth Management | Financial Planner
Matthew Shipley, Cfp® Work Experience Details
  • Opes Family Advisory
    Partner + Financial Planner
    Opes Family Advisory Jun 2020 - Present
    View
  • Ipc Investment Corporation / Opes Wealth Advisory
    Financial Planner
    Ipc Investment Corporation / Opes Wealth Advisory Jan 2018 - Present
    Ottawa, Canada Area
  • Three Degree Wealth Advisory Inc.
    Financial Planner
    Three Degree Wealth Advisory Inc. Apr 2015 - Present
    Ottawa, Ontario, Canada
    View
  • Quadrus Investment Services Ltd.
    Financial Security Advisor
    Quadrus Investment Services Ltd. Sep 2008 - Jan 2018
  • Shipley Insurance Services Ltd.
    Advisor
    Shipley Insurance Services Ltd. Jan 2011 - Jan 2014
  • Carleton Financial Services Inc.
    Advisor
    Carleton Financial Services Inc. Jul 2009 - Jul 2011
    View

Matthew Shipley, Cfp® Skills

Retirement Planning Financial Planning Wealth Management Estate Planning

Matthew Shipley, Cfp® Education Details

Frequently Asked Questions about Matthew Shipley, Cfp®

What company does Matthew Shipley, Cfp® work for?

Matthew Shipley, Cfp® works for Opes Family Advisory

What is Matthew Shipley, Cfp®'s role at the current company?

Matthew Shipley, Cfp®'s current role is Partner | Wealth Management | Financial Planner.

What is Matthew Shipley, Cfp®'s email address?

Matthew Shipley, Cfp®'s email address is ma****@****ail.com

What schools did Matthew Shipley, Cfp® attend?

Matthew Shipley, Cfp® attended Fp Canada: Advancing Professional Financial Planning, Step: The Society Of Trust And Estate Practitioners, Concordia University, Cegep - John Abbott College, Loyola High School Of Montreal.

What skills is Matthew Shipley, Cfp® known for?

Matthew Shipley, Cfp® has skills like Retirement Planning, Financial Planning, Wealth Management, Estate Planning.

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