Matt Stevens is a full-service Investment Advisor, licensed in all provinces across Canada. He works with his clients to ensure their investment portfolio lines up with their individual financial picture. Through discussions surrounding employment and retirement, insurance, family and estate, he helps clients navigate markets and milestones to achieve what’s important to them.

Matt graduated with a B. Comm (Hons) from the Asper School of Business at the University of Manitoba. He then pursued his interest in the automotive sector, before completing his investment studies and leaving BMW to join RBC Dominion Securities. In getting to know Kim McCartney at Richardson Wealth, Matt admired the dedication Kim had to his practice and clients, as well as the entrepreneurial spirit of the firm, leading him to join McCartney Wealth Management.

In 2022, after having worked with Kim and his clients for several years, Matt took over the majority of Kim’s practice. 

Matt and his wife Randi stay busy with their 3 young children, family and friends, and time at the family cottage at West Hawk Lake.

If you’re considering help with your investments, insurance, retirement or estate planning, or discussions surrounding transitioning your wealth to the next generation, Matt would be happy to speak with you.

Cynthia has over 25 years of experience in the financial industry. She joined McCartney Wealth Management as an Associate in 2010 and it was an instant fit. Since 2018, Cynthia has worked alongside Matt Stevens, and now supports his practice.

Customer service has always been her top priority throughout her career. She plays a crucial role in servicing client requests, and managing administrative and financial tasks.

Cynthia and her partner Phil enjoy travelling and spending time at the cabin with family including their 2 dogs. She has 2 sons that she loves devoting time to; embracing their passions of playing guitar, riding motocross and welding. 

Brent supports the team by proactively handling documentation, keeping client information up to date, and ensuring that accounts are well-maintained.

He joined Richardson Wealth in 2023, and holds a BA in Economics from the University of Winnipeg. Brent is currently completing the Canadian Securities Course (CSC), with plans to pursue the CFP designations afterwards.

When he’s not at the office, Brent can be found boxing, running, solving puzzles, cooking and eating great food, or spending time with his partner, Mary.