Happy Clients

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.

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.

Sincerely,

Erik Ulmer, P. Eng.

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.

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.

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.

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.

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.

Thank you

Regards,

Judy Young

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.