Matthew Shipley Email & Phone Number
Partner + Financial Planner @ OPES Family Advisory
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Matthew Shipley Location
- Ottawa, ON, CA
Matthew Shipley Work
- Partner + Financial Planner @ (June 2020 - Present)
- Financial Planner @ IPC Investment Corporation / OPES Wealth Advisory (January 2018 - Present)
- Financial Planner @ (April 2015 - Present)
- Financial Security Advisor @ Quadrus Investment Services Ltd. (September 2008 - January 2018)
- Advisor @ Shipley Insurance Services Ltd. (January 2011 - January 2014)
- Advisor @ (July 2009 - July 2011)
Matthew Shipley Education
- CEGEP - John Abbott College
(Commerce)
2000-2003 - Loyola High School of Montreal 1995-2000
- FP Canada: Advancing Professional Financial Planning
(CFP Designation)
2013 - STEP: The Society of Trust and Estate Practitioners
TEP Designation (Student) (Trust and Estate Planning)
- Concordia University
Bachelor of Applied Science (B.A.Sc.)
2008
Matthew Shipley Skills
- Retirement Planning
- Financial Planning
- Wealth Management
- Estate Planning
- Small Business
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- Critical Illness
- Financial Planners
- Credit
- Retirement
- Disability Insurance
- Wealth
- Segregated Funds
- Securities
- Mutual Funds
Matthew Shipley Summary
- Matthew Shipley, based in Ottawa, ON, CA, is currently a Partner + Financial Planner at OPES Family Advisory. Matthew Shipley brings experience from previous roles at IPC Investment Corporation / OPES Wealth Advisory, Three Degree Wealth Advisory Inc., Quadrus Investment Services Ltd. and Shipley Insurance Services Ltd.. Matthew Shipley holds a 2000 - 2003 CEGEP - John Abbott College. With a robust skill set that includes Retirement Planning, Financial Planning, Wealth Management, Estate Planning, Small Business and more. Matthew Shipley has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Matthew Shipley?
Find contact details for 700 million professionals.
Others Named Matthew Shipley
Matthew Shipley
Aerospace Engineer
Fort Worth, TX, US
Top OPES Family Advisory Employees
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co