Knight Wealth Management

Protecting wealth for estates, trusts and holdcos.

Hello, I’m Matthew Knight, CFP®, CIM®, and the sole Wealth Advisor at Knight Wealth Management. I work with a select group of clients and families across Canada, specializing in the investment management for estates, trusts, and holding companies.

When life places additional responsibility on your shoulders, such as acting as an executor, trustee, or corporate decision‑maker, the stakes are higher. You are responsible not only for outcomes, but also for process, documentation, and legal defensibility.

I help clients manage investments within these structures in a disciplined, fiduciary‑focused way. My role is to help you ensure legal obligations are respected, liability is minimized, and complex documents are translated into a clear, evidence‑based investment strategy that can be confidently explain to beneficiaries, professionals, and other parties involved.

Whether you are managing money for yourself or for someone who depends on you, I follow a structured process to define objectives, forecast future needs, and implement an investment plan aligned with your responsibilities and risk constraints.

Book a meeting and take the first step toward lasting financial peace of mind.

Clients I serve

Trustees & executors

Effective estate planning ensures your wealth is preserved and transferred according to your wishes. I work with estate executors, trustees, and families to manage wealth efficiently, minimize tax burdens, and create lasting financial security for future generations. 

Business owners

Your business is your livelihood, but managing both business and personal finances can be complex. Me and my team provide tailored strategies for tax efficiency, succession planning, and investment growth, helping you build long-term financial security while focusing on what you do best.

Pre-retirees & retirees

Retirement should be about enjoying life, not worrying about finances. I help clients transition smoothly from wealth accumulation to creating a sustainable income, ensuring you have a solid retirement plan, tax-efficient withdrawals, and a strategy to protect their legacy.

Young professionals

Building wealth early sets the stage for long-term financial success. I help young professionals make smart decisions about investing, debt management, home purchases, and retirement planning; helping you create a solid foundation for the future.

Services offered

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Portfolio management

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Financial planning

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Tax planning

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Estate planning

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Banking solutions

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Insurance

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Philanthropy

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Contact us

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