Mathew Moore CCS™

Mathew Moore CCS™

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.

Other Designations:
CGA (Certified General Accountant)

Education:
Bachelor of Commerce Degree
Human Resources Diploma

Contact Information:
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
Matthew.moore@td.com

Website:
www.Matthewmoore.ca

Linkedin
https://ca.linkedin.com/in/matthewmoore5

Twitter
Matthewmoore_td

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.