Matthew has worked in the insurance industry for over ten years and has a degree in Economics and Personal Financial Planning from Wilfrid Laurier University, as well as his Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. He has a passion for problem solving and finding unique estate planning and insurance solutions for clients through a mix of analysis and his past experience working on complex cases with clients.

BMO Estate Insurance Advisory Services delivers innovative and customized insurance solutions to clients through our Estate & Insurance Advisors (Financial Security Advisors in Quebec). We assess your wealth management needs and recommend insurance strategies that are designed to preserve, enhance, transfer and protect the wealth you’ve created. Whether you’re focused on growing your investments in a tax-efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, we will collaborate with your advisor to help with your estate and insurance needs