Matthew Hay | BMO Nesbitt Burns Inc. | 519-344-7723
I help affluent individuals, professionals, business owners and their families to simplify and organize their financial affairs. I accomplish this by providing comprehensive and customized financial planning solutions to build and protect my clients wealth which support the achievement of their life goals.
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.