Matthew Parish

Investment Advisor

905-434-9886 | Email me
289-404-0469 | LinkedIn

Matt is a trusted advisor to many families, business owners and professionals throughout Durham Region and the GTA. With over 10 years of experience in the financial services industry, his process has always been practical and direct, following one principle first: simply do what is best for the client.

Matt graduated from the University of Guelph with a Bachelor of Commerce degree in management economics and finance. Passionate about learning, he continues to dedicate time to professional development. Matt has completing the following industry courses with the Canadian Securities Institute:

  • Wealth Management Essentials Course (2018)
  • Conduct & Practices Handbook Course (2018)
  • Life License Qualification Program (2018)
  • Financial Planning Supplement (2018)
  • Canadian Securities Course (2010)

Matt is also licensed to provide life and health insurance solutions to his clients

Matt is a proud Whitby Wildcat and lifelong resident of Durham Region. He enjoys golf, baseball, waterskiing, hiking and a little downtime at the family cottage near Bancroft. Matt and his wife, Amanda, live in Whitby with their son. They share a similar passion for their community and enjoy spending time traveling, exploring local markets, reading, watching documentaries, walking the beautiful lakefront and taking their golden retriever-boxer, Olive, to Heber Down Conservation Area. They also spend time working on their 100-year-old home in Whitby.

When not with his family, Matt is dedicated to supporting others in the region. He serves of the Board of Directors for Rose of Durham, a young parent support service based in Oshawa, and as an Advisor for the Downtown Whitby Development Steering Committee. Prior to this, Matt served as a general board member on the Toronto Blue Jays foundation Jays Care. Matt and Amanda also support many local foundations including Lakeridge Health Foundation, Hearth Place, Easter Seals Ontario and United Way of Durham Region.

A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:
• Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
• Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
• Taxation: Implementing strategies to help reduce your family’s tax burden
• Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
• Estate and trusts: Efficiently transferring your wealth to the next generation
• Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
• Charitable giving: Helping you maximize your charitable legacy