Irma Mattes
Profession: Financial Planner
Location: Vancouver (West Point Grey), British Columbia, Canada
Organization: Sophia Financial Group / Raymond James
Overview
Irma Mattes is a Certified Financial Planner (CFP) with Sophia Financial Group and Raymond James, based in Vancouver, British Columbia. She has over 20 years of experience in financial planning and is a recipient of the Five Star Wealth Manager award.
Professional Certifications
| Certification | Description |
|---|---|
| CFP® | Certified Financial Planner |
| FMA | Financial Management Advisor |
| EPC | Elder Planning Counselor |
| RRC | Registered Retirement Consultant |
Professional Achievements
- Five Star Wealth Manager award recipient
- Multiple Five Star Wealth Manager Awards
- 2015 Wealth & Money Management Awards winner
Professional Background
Sophia Financial Group / Raymond James
- Position: Senior Financial Planner
- Phone: 604.564.2891
- Email: irma.mattes@raymondjames.ca
- Address: 3762 10th Avenue West, Vancouver, BC V6R 2G4
Previous Experience
- Assante Vancouver Centre - Former position
Professional Memberships
- Estate Planning Council of Canada
- FP Canada - Recognition & Awards Committee member
- FP Canada - Board Development Committee member
Recent Activities
- Hosts client events at the Vancouver Art Gallery
- Sponsors the Vancouver Symphony Orchestra (VSO) Masterworks Diamond Series
Media Citations
Has been quoted in various publications including:
- Readers Digest
- Canadian Living
- Vancouver Sun
- Globe and Mail
Contact Information
- LinkedIn: https://ca.linkedin.com/in/irma-mattes-cfp
- Website: https://www.sophiafinancial.ca/team/irma-t-mattes
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