Matt Beckett and his team always care about helping families, businesses, and non-profit organizations achieve their financial and lifestyle goals. And since moving his practice to this May, it鈥檚 become even easier to offer client-focused wealth advice.

鈥淚 knew Wellington-Altus was client-focused, and that was reinforced as soon as we came on board. Their transition team flew in from Winnipeg and everyone had a singular focus: helping clients. We鈥檝e put in long hours to ensure the move was seamless, and that鈥檚 just the culture here 鈥� clients first,鈥� Beckett says.

Beckett is a CERTIFIED FINANCIAL PLANNER庐 professional, Chartered Investment Manager and has a Bachelor of Commerce degree. For almost two decades, he鈥檚 put that education to work for clients in the Comox Valley, Vancouver Island, and across Canada, and as of May 2023, he and his team at are now offering those services through Wellington-Altus Private Wealth.

Three ways Wellington-Altus Private Wealth stands out

1. Independence: Beckett and the other advisors at Coastwood Private Wealth are empowered to tailor advice to their clients鈥� unique needs. 鈥淭here鈥檚 no other goal to shareholders or product sales 鈥� we can offer completely objective and independent advice.鈥�
2. Client-focused: Strong partnerships with leading-edge providers allow Wellington-Altus to provide best-in-class technology for an unparalleled client experience. 鈥淒ecisions can be made quickly because it鈥檚 easy to share information with clients and their families across time zones. The system is built for efficiency, so we can spend more time one-on-one with our clients,鈥� Beckett says.
3. Top-rated investment advisory firm: Wellington-Altus has been the top-rated investment advisory firm in Canada for four years in a row in the , and was recognized by Deloitte as one of Canada鈥檚 Best Managed Companies.

鈥淲e鈥檝e built trust with our clients over decades, and we don鈥檛 take that trust for granted. We believe the move to Wellington-Altus will make a positive change for our clients and their families for generations to come,鈥� Beckett says.

鈥淐lients expect a lot, and they should 鈥� these decisions affect their lives and their life savings, and we don鈥檛 take that lightly. Without our clients we wouldn鈥檛 exist. It鈥檚 why we do what we do.鈥�

Find Coastwood Private Wealth at or online at . To make an appointment with Matt Beckett to discuss your financial future, call 250-900-5450.