Matt believes strongly in a comprehensive approach to wealth management. This involves a great deal more than choosing investments. It involves a thorough understanding of your circumstances including your family priorities and dynamics; the structure of your businesses; other assets such as cottages or investment property; and company pension and savings plans. Matt encourages all his clients to have a financial plan and to integrate all elements of their financial picture.
He works with a Team of Experts to provide a broad range of services.
Matt Can Help In All the Following Ways
- Portfolio and Investment Advice; asset allocation, portfolio structure, discretionary programs, stocks, bonds,
- GICs, Mutual Funds, ETFs
- Non Registered Accounts, RRSPs, Tax Free Savings Accounts, RESPs
- Comprehensive Financial Planning
- Estate Planning; Insurance, use of Trusts
One of the best ways to understand how Matt adds value is to read his regular newsletter "What I've Been Up To Lately" where he briefly describes a challenge a client faced and the solution he brought forward. It is a great way to see the breadth of situations and thoroughness of his approach.