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.