Our team at Spear Financial Management Corporation prides itself on a comprehensive approach to wealth management. Our focus is always on the long-run. We manage money for incorporated professionals, families and businesses. We also serve as coordinators ensuring those same individuals have proper estate, tax and risk management strategies in place to protect their futures. If you are wondering if a comprehensive Advisor and a wealth management plan is right for you, we offer complimentary (with no obligation) initial meetings. We stand by our commitment to excellence and we sincerely believe we can help.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

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Happy Clients

Matthew is highly professional expert in financial industry. Passionate, knowledgeable, found a good financial solution for my family.

Victoria NevmerjitskaiaHealth Data Analyst

Matthew is more than our Financial Adviser, he feels like family. He takes his time with us, explains our options thoroughly, and is a partner in our future.

Leon Viger Senior Project Manager at Mallen Gowing Berzins Architecture Inc.

I am pleased to recommend Mathew to anyone who requires financial services and sound investment advice. Mathew set-up my RRSPs, TFSA and RDSPs quickly and easily and has brought me excellent ROIs. He is enthusiastic about his profession and keeps himself up to date on the current market trends. For that I always look forward to meeting him twice a year to obtain valuable financial recommendations on my investments and make adjustments if necessary.

Erik Ulmer, P. Eng Operations Manager at Intermobile Pipe Rig Ltd.

Matthew got referred to us by a friend and I’m very pleased with Matthew as our financial advisor. Matthew is very knowledgeable on a very broad spectrum of financial aspects, is honest about his advice and doesn’t “sell” you something in case you don’t need it. I’ve been now over 2 years with Matthew and switched with him when moving to another financial institution. I can definitely recommend anyone Matthew as their financial advisor.

Jochem van der Meer Creating payment flexibility for SAP customers across the globe

Matthew is a fabulous advisor and made me some much appreciated money. Matthew was excellent at matching my needs and personality with the right investments for me. I would highly recommend Matthew.

Gio Amenta Creative Director

Matthew takes a very comprehensive and personal approach to financial planning. He took the time to understand all angles of my financial situation and goals, and went out of his way to find investment opportunities that were ideally suited. I’ve found the advice valuable and I trust his recommendations based on experience. I particularly appreciate his regular evaluations of my portfolio and its performance in light of changing goals and circumstances. Matthew puts his clients first, and it shows.

Derek Walker Principal Solutions Architect

I have recently had the pleasure of working alongside Matthew on various complex life insurance and investment cases. Matthew is very professional and has an excellent understanding of his client’s needs. He takes a proactive and dynamic approach as an investment advisor; this is extremely important in an industry, such as his, that is constantly changing. Matthew is accountable for all tasks he takes on, and is always willing to go the extra mile for clients and colleagues. I would definitely recommend Matthew as an investment advisor.

Steve Cropo President/Founder, CROPO Financial Group

Having worked with Matthew for a few years gave me the opportunity to watch him grow into one of the finest investment representatives I’d ever met. Matthew is caring and is constantly bettering himself within the financial industry. I have absolutely no problem recommending Matthew to take care of all your financial needs.

Judy YoungMedical Transcriptionist

I had the pleasure of collaborating with Matthew when I was at Investors Group working together on a number of large marketing initiatives for both of our practices. I can say with confidence that Matthew is excellent at what he does and has a special talent for coming up with unique solutions for complex financial planning issues. He is trustworthy and genuinely puts his clients first which is why to this day I currently work with Matthew in several different capacities.

Justin Jacobson Producer, Entrepreneur, & Technology Enthusiast