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I am a retired social worker and have been a client of Matt Buie’s for close to twenty years. I have always found Matt to be both honest and trustworthy and whenever I have phoned with a question or request, he has returned my calls promptly, something none of my previous financial advisors could manage. Matt is well organized and patiently takes the time and effort to explain any changes he proposes to make in my investment portfolio. Over these years he hasn’t made me a massive fortune—and I had no expectation that he would—but he has given me a decent profit, despite the recession we have reportedly put behind us. I would unreservedly recommend Matt to any person who asked me about a financial planner.

— L. Ralph B. M.S.W
Vancouver BC

I've known Matt for 2 years, during which we've developed an excellent working relationship. Matt has made a great effort to get to know me; my values, interests, worries, plans, hopes and wishes. Being understood deeply and accurately matters to me; it's essential to designing my portfolio in the way that's most likely to ethically afford me the life I'd like from now on. It's also important for estate planning. I believe Matt has my best interest at heart, is committed to his own professional development and maintains a high ethical standard in his practice.

— Jennifer S
Vancouver BC

I first began working with Matt in 2008 which was an extraordinary challenging time for financial planning. Matt helped me re-organize my portfolio so that it was optimized for the eventual market recovery. He has consistently and diligently provided me with the right advice and information while taking a whole approach to my life and financial circumstances. Matt has a very nice demeanor which makes financial planning a less demanding and arduous task. He has a balanced approach to planning and never pushes financial products that don't meet my needs. I have enjoyed working with Matt and have no hesitation in recommending his services to friends and family.

— Philip M
Richmond BC

Matt Buie always impresses me as being honest and having integrity. He is very personable. He listens to my concerns, what is important to me and does not push his own agenda. I have confidence in Matt. He offers wonderful service. He will phone me when items in my portfolio need rebalancing. I do not feel that I have to look over his shoulder. He is on top of what is going on. He initiates portfolio reviews on a regular basis and it is clear that he is looking out for our best interests

— Dr.Lesley J
Vancouver, BC

I came to know Matt Buie when we shared that common thankless job of serving on our Strata Council for several years. From that experience I gained the confidence in his integrity, intelligence and capacity to work hard to retain him as my financial advisor. Over the years we have developed a solid, collaborative relationship in the management of my portfolio. I have been especially pleased with his efforts in recent years to develop a portfolio of equity stocks to manage within my RRSP. It separates him from the herd who I feel generally take the easy way out by recommending purchases off the shelf of mutual funds. As hard work rather than luck would have it, it has paid off in a significant positive increase in return on investment within my RRSP. Additionally his approach has also allowed me to feel I have some active input and thus control over what is happening with my retirement fund. All in all, working with Matt has definitely been a win - win outcome for me and I would highly recommend him as a financial planner

— Nick D
Vancouver BC

When I consider my upcoming retirement, it has been incredibly helpful for me to review where I am at not only financially but also personally and contemplate what is next. I find it helpful to discuss and have your sage input/advice and to know that what I am experiencing is the norm.

— Heather A
Vancouver BC