The questions beneath the financial questions.
Matt Buie created Live Beyond Wealth as a place to consider money in the context of a whole human life.
About Matt
Matt Buie, B.Sc., CFP
Senior Financial Planning Advisor
As a Senior Financial Planning Advisor at CI Assante Wealth, I can help you achieve your future dreams while enjoying peace of mind today. Whether it's Investing in Socially Responsible Impactful Investments, a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I will work with you every step of the way.
Creating and managing your wealth can be complex and time-consuming. My role is to simplify your life and save you time by addressing all aspects of your financial life from investments and insurance to tax and estate planning.
Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth and life to help you build the future you desire.
For 30 years, I have been enjoying helping successful people live wonderful lives. My passion and focus are helping them to understand and realize each their unique life goals.
I have always had an interest in the human experience leading to a Bachelor of Science in Psychology and Economics. This degree helped strengthen my interest and understanding in Behavioral Economics and Finance, (a field which explores various human biases and how they affect financial decision-making).
In my role as a Senior Financial Planning Advisor, I use these insights to help my clients avoid costly emotional financial mistakes. To further strengthen my financial skills, I became a Certified Financial Planner. This credential means that I have achieved and maintain internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.
I have also received the Responsible Investment Specialist designation from the Responsible Investment Association whose mandate is to educate and support the development of impactful Social Responsible investments in our world.
My passion is to help my clients invest in impactful Social Responsible Investments to both make money and do good. I specialize in combining sound proven fundamentals of financial planning, asset protection and investment management with the merits of leading-edge behavioral finance. I also believe in thematic investing approaches that take advantage of relatively certain trends such as the need for increased sustainability and accelerating change driven by continual science and technological advancement.
Feel free to connect with me to brainstorm on your Life Well Lived.
Matt Buie
604-862-2274
matt@livebeyondwealth.ca
Matt’s point of view
Money belongs in the conversation. It does not get the final word.
Safety comes first.
Clear financial thinking can support calm, options, and preparation.
Meaning stays personal.
There is no standard picture of a good life that fits every person or chapter.
Questions can be practical.
A strong question can lead toward a conversation, boundary, habit, or decision.
