I have been in the financial services industry since 2003. Currently I am a Investment Advisor and Certified Retirement Specialist with TD Wealth Private Investment Advice. I hold the Certified International Wealth Manager (CIWM), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) designations and I am licensed for insurance solutions.
Utilizing my wealth management experience, I help individuals and their families develop meaningful investment and wealth plans. I regularly draw on resources available within TD Wealth to provide a truly unique service to my clients. I specialize in investment and wealth planning, wealth preservation, insurance solutions, estate planning and trust strategies.
Trust, integrity and professionalism are the cornerstone of my practice. I focus on providing advice to individuals approaching or in retirement, farm operators, business owners and professionals. I pride myself in understanding what is most important to clients and their families to truly deliver a distinct experience. Through collaboration, I focus on developing a financial vision unique to each family’s particular situation and through regular meetings encourage clients to make their dreams a reality. This progression fosters a productive and meaningful professional relationship.
I am married with two children and live in Kincardine, Ontario. In my free time I enjoy golfing, biking and volunteering with local charities.
CGA (Certified General Accountant)
Bachelor of Commerce Degree
Human Resources Diploma
TD Wealth Private Investment Advice
957 Fourth Avenue East, Suite 100
Owen Sound, Ontario N4K 2N9
Telephone: (519) 371-6592 or 1-877-775-9835
Fax: (519) 371-0076
Cell: (519) 386-7897
When we asked Matthew why he wanted to be a CCS™ he said:
“I became a CCS designation holder to help clients maxmize their daily cashflow planning and live life on their terms.”
Matthew ideal clients are:
I work with small business owners, young professionals, farm operators, and affluent families nearing retirement.