Services

Financial and investment services

How do you gain true peace of mind? By having a clear understanding of your financial goals and a wealth-management road map, marked with signposts at regular intervals indicating how close or far you are from achieving them.

Because effective wealth management is an ongoing process, one you are paying for, I never lose sight of the fact that I have an obligation to deliver measurable value. You can be confident that your progress will be closely monitored. When your life situation or goals change, so too should your road map. We consider it our job to stay on top of your situation and will make adjustments to your plan when warranted.

My highest priority is to ensure you receive the best possible service and advice. You may be a busy professional with little free time, who prefers to have your investment decisions handled for you, or you may want to be more involved and communicate on a frequent basis. We have two "official" meetings with our clients each year, in addition to the many other regular conversations, emails and research we provide. If you prefer a different communication plan, we will personally tailor our level of service based on your needs and preferences.

In addition to my serving as an active resource for any financial issues questions or concerns you, your family or friends may have, you will receive market research and advisory e-alerts from me every two weeks, plus frequent invitations to client-appreciation events, and investment and financial seminars, if you have indicated to me that this would interest you.

We also provide our clients with access to a number of proactive, hardworking and dedicated financial professionals to serve you. If you are in need of a great accountant, lawyer, mortgage & loan specialist or even real estate agent, we are happy to refer you to professionals we respect.

"Matthew is very down to earth and his recommendations are more thoughtful than any other financial advisor I've met. Beyond the obvious financial benefits, Matthew hosts regular client-appreciation events that have allowed me to learn about various topics and meet his other clients. His wine seminars, in particular, are fantastic!"
— Anil Goel, Senior Financial Analyst, Royal Bank of Canada

Integrated wealth-management solutions

Providing proactive investment advice, while holistically considering all aspects of your life and goals, my team is dedicated to ensuring you receive the best advice and service possible.

Below are the various areas in which we pride ourselves on helping our clients:

Cash-management — Many investors have thousands of dollars sitting in a bank account paying little to no interest. Through our strategic partners, we can offer superior rates of return on short term funds that need to be 100% safe and liquid.

Risk management — Even the best plans can come unravelled when tragic events like unexpected injuries or deaths occur. We show our clients the risks they may face and the most effective way to mitigate them.

Tax planning — We pride ourselves in providing proactive tax strategies to maximize our clients' earnings while simultaneously enabling them to reach their goals quicker. The areas of advice we give include holding companies, family trusts, RRSPs, TFSAs, and RESPs.

Retirement planning — Ensuring you are properly prepared for retirement is one of the most important financial responsibilities you can have. We ensure our clients know well in advance what they can expect their retirement picture to be so they never have to worry about unexpected surprises.

Estate planning — Passing your hard earned assets to your loved ones is a very important priority. Our team will show you the most effective methods to do this, such as using family trusts, holding companies, effective will planning as well as using good insurance planning.

Small-business planning — We work closely with business owners to ensure they are partnered with the best financial experts in the field. Our network includes accountants, lawyers, bankers, business valuators, business coaches as well as virtual assistants.