Matt Nason CFP® BBA

Certified Financial Planner®
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Matt joined IG Wealth Management in 2020, bringing a unique blend of business acumen and entrepreneurial spirit to the table. With a BBA from the University of New Brunswick and a concentration in Finance, Matt leverages his expertise to help clients achieve their financial goals. Before joining IG, he successfully owned and operated a restaurant, where he honed his skills in financial management, marketing, and leadership. In 2025, Matt further enhanced his expertise by attaining his CERTIFIED FINANCIAL PLANNER (CFP) certification. With a passion for investments and a talent for breaking down complex concepts into clear, actionable advice, Matt is dedicated to helping business owners and individuals navigate the world of finance.


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Brian Rose MBA, CFP®

Senior Financial Consultant

Brian started as an Investment Advisor in 1984. He left the business during the tumult of 1987 to become an accountant working for over 20 years with small businesses and their owners. His specialty was budgeting, cash flow, and strategic planning. There is no better background for a financial planner. Brian always intended to return to his first love and direct involvement with clients, so he joined IG Wealth Management in May of 2014.

Brian has a B.Comm from Dalhousie with honours in Finance and Economics. He has an MBA from The Sobey School of Business at Saint Mary’s University. He did his accounting diploma, UNB, SMU and received his CMA in 1998, relinquishing it in 2006. He received his CERTIFIED FINANCIAL PLANNER® designation in 2019.


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Ken Nason RRC, QAFP

Executive Consultant

Ken is an Executive Consultant who joined IG Wealth Management in 2010. Previously, he was a business operator for over 27 years. Now, he is a Registered Retirement Consultant (RRC) and Qualified Associate Financial Planner (QAFP). He is committed to helping clients realize both their short and long-term financial goals through comprehensive financial planning.


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