Matthew Hay | BMO Nesbitt Burns Inc. | 519-344-7723
I specialize in helping affluent individuals, professionals, business owners, and their families simplify and organize their financial lives. Through comprehensive, personalized financial planning, I provide strategies to build and protect wealth—empowering my clients to achieve their most important life goals with confidence.
In my experience, all individuals have five basic needs or concerns as it relates to investing:
- Capital Preservation – Reducing risk of investment principal
- Rate or Return – Focus on after-tax returns
- Service – Efficient and accessible
- Reporting – Clear communication
- Fees – Reasonable and defined
Delivering on these five needs — and there isn’t a sixth — allows me to build solid relationships with my clients and help them to achieve their financial goals.