What clients say about us
Testimonials
Although the comments below are left anonymous for privacy reasons, a select group of clients would be more than happy to chat with you regarding their experiences working with our group. Simply ask us directly should you wish to chat with a few of our clients.
"I first met Matthew in May of 2009 and after a positive discussion with a long-time friend and Senior Vice President of BMO Financial Group, I decided to pursue a business relationship with him. He has kept me well informed and has been diligent in providing me with the advice I'm looking for. Matthew deals with a finite group of clients and is committed to delivering a high level of personal service. If you are looking for a reliable, honest, caring professional with access to experts in the fields of Investment, Tax, Insurance, Estate, Trust and Business Transition planning, consider Matthew and his group at BMO Nesbitt Burns.”
Mr. M, CA, TEP
Retired Chartered Accountant of Global Accounting Firm
"Matthew has been managing our family’s wealth since 2008. He meets with us regularly, keeps us well informed and provides us with financial peace of mind. We’re a lot more comfortable with him at the helm and he always seems to get in touch with us to give us updates. This has been a really nice part of his service offering as we never heard from our prior financial advisor.
If you’re looking for a trustworthy, reliable advisor who communicates well, meet with Matthew and his group!”
Dr. T, BA, MBA, M.Ed. Ph.D.
Former Bank executive and current University Professor
"Matthew has been my financial advisor for several years now. Before entering into a business relationship with him, I had never had a broker or personal financial advisor. I have been pleasantly surprised with how enjoyable and beneficial it has been to deal with Matthew. I am not very financially literate and I don't spend a lot of time thinking about investment opportunities. Matthew was able to understand this at the outset and has taken the lead in providing me with personalized choices. I value Matthew's insight in relation to financial markets and I enjoy dealing with him immensely. I recommend him to anyone looking for a highly informed, attentive, trustworthy and personable financial advisor.'
Mr. K, BA, MA
Regulated Canadian Immigration Consultant
"We contacted Matthew in early 2010 because of growing concerns that our financial advisor with another major investment firm was not providing the type of services we were expecting.
Matthew has turned out to be a breath of fresh air for us. He is bright, diligent and highly sensitive to our needs as we move towards retirement. He gives sound advice based not only on good research from BMO Nesbitt Burns, but also on his own acute understanding of the capital markets. As well, we enjoy how the advice he provides us reflects the financial plan he helped us develop.
In essence, his client sensitive approach, combined with good research has allowed us to remain on plan to reach our retirement goals. We highly recommend him to others seeking good advice on portfolio planning and development.”
Dr. P
Retired consultant to specialized real estate development projects
"Since moving our portfolio to Matthew’s care, we have experienced a high level of personal attention and comprehensive service.
Matthew is accessible, responsive, and always able to accommodate our schedule for meetings. Backed by the best research in the industry, we can be confident that our finances are well managed and ready to adjust to market conditions.”
Mr. and Mrs. B.
Married Couple with two young children; saving to help fund their children’s education, living an active lifestyle whilst saving for retirement.
"I first met Matthew in 2009 and at that time, I was working full time for a local hospital. Retirement was quickly approaching and I never conducted any planning to determine if I would be able to live comfortably after I stopped working. Matthew and I connected quite well in our first meeting and he quickly helped me organize my savings and investments, generate a list of the sources of income I would be receiving, while also keeping me well informed. Matthew contacts me regularly and meets with me a few times per year. I would recommend Matthew to people who are seeking a trustworthy, caring, honest and organized financial professional.”
Mrs. S.
Retired Medical Professional