Financial Planning Specialists
Matthew Knapp
Associate, Family Office Services, RBC Wealth Management
Matthew Knapp is a Chartered Professional Accountant, (CPA, CA). He is a graduate of Brock University, with an Honours Bachelor of Accounting degree. He has successfully completed all three levels of the Chartered Professional Accountants of Canada's In-depth Tax Program and the Chartered Professional Accountants of Canada's In-depth Corporate Reorganizations Program.
His extensive background includes working at one of the major global accounting firms, where he specialized in tax minimization, appropriate tax planning for corporate and personal clients, and business restructurings. Matthew's diverse client portfolio has included high-net-worth individuals, private corporations, trusts, and partnerships.
In his current role at RBC, Matthew supports your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax, and retirement planning concerns you might have.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Matthew Knapp, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.