Matthew has been assisting high-net-worth families, business owners and medical professionals since 2014. After starting his career at Bank of Montreal Nesbitt Burns trade floor where he spent 9 years as an equity and fixed income trading associate as well as an equity strategist associate for the Portfolio Advisory Team , he moved into an Wealth Advisor role in order to have a more hands-on approach with clients and provide a more comprehensive approach to investment management. His diverse financial services background enables him to assist clients with a wide variety of needs.  

Matthew understands that the business is not just about managing money - it’s about people. Being entrusted with the responsibility to help shape his clients’ financial futures is something he takes very seriously. Matthew works with a wide range of individuals including established investors, professionals, business owners and their families. Matthew's clients value his caring and personal approach to wealth management and his focus on providing comprehensive financial planning to help them reach their financial goals and plan for the future.

He is continually upgrading his professional credentials and expertise to provide a superior level of client service.

Away from the office Matthew enjoys golfing, skiing, and spending time with his fiancée and dogs.