As a Wealth Advisor and Financial Planner at RBC Dominion Securities, Matthew's practice focuses on delivering a wealth management experience that takes into consideration all the facets of his clients' lives. This starts with ensuring that a robust wealth plan is in place that becomes a road map for how to effectively manage your wealth now and into the future. He understands that life and priorities change, constantly monitoring their wealth and investment plan to ensure the strategies implemented remain effective and make proactive recommendations. He has worked with over 800 households to help them create robust wealth plans and strategies to help them achieve their goals.
Matthew’s focus is not solely on managing the investment needs of his clients, but instead monitoring all aspects of their wealth plan and implementing meaningful strategies in a timely and effective manner. In coordination with his business partners at RBC Dominion Securities and external network of accredited professionals, he provides strategies for everything from managing daily cash flow needs to estate planning, and everything in between. By focusing on developing and maintaining a strong understanding of what is important to his clients, Matthew always ensures that their interests and goals are at the core of every recommendation and implemented strategy integrated into their wealth plan.
Matthew lives in Sharon, Ontario with his wife and daughter. When he's not helping his clients meet their goals he can be found skiing at Holimont in Ellicottville, NY or spending quality time with his family in Parry Sound and the Haliburton Highlands.
