Matt Stevens is a full-service IIROC 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. Gail and Cynthia remain important team members of Stevens Wealth Management.

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.

Gail Morden has enjoyed a career in the investment industry for over 35 years. She is dedicated to performing administrative duties and handling client relations in an effective and professional manner.

Gail is an integral part of the Stevens Wealth Management Team and has worked with Kim McCartney, the mentor of Matt Stevens, for more than three decades.

Gail enjoys spending time at the lake with her husband and two daughters and has a passion for all things culinary.

Cynthia has over 20 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 also worked alongside Matt Stevens, and dually supports his practice. Customer service has always been her top priority throughout her career.

Cynthia enjoys travelling and spending quality time with her 2 teenage boys. She embraces their passions of playing music, motocross, and outdoor recreation.