I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
|905-332-3400 ext. 325|
Matthew entered the Financial Services industry in 2005 as a Financial Advisor specializing in Investment Loans. In late 2006, he joined Canada Life (then Freedom 55 Financial) after recognizing the difference he could make in helping families and business owners protect themselves financially in the case of any of life’s uncontrollable events.
Over the past 15 years, Matthew has also contributed to the development of many other Financial Security Advisors throughout his management roles in Training and Development for Freedom 55 Financial. Now operating under the Canada Life brand, he helps with Insurance planning for Wills, Estates, and Childcare. Living in Oakville with his wife and children, Matthew enjoys his spare time with his family and is also an accomplished soccer referee with experience and various recreational, competitive, and semi-professional levels.
Matthew can be contacted for any discussions regarding protecting your family and business, insights into the Financial Services industry, or to tap into his power team of legal and financial professionals who help him and his clients with proper Financial Security planning.
Supported by a team of experts
When specialized expertise is required, I have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.