Professional Wealth Management services, including financial planning, investment management, tax strategies, Will and estate counseling, and philanthropic legacy planning.
Matt has established himself as a trusted advisor to many families, business owners and professional partners since joining the Canadian investment industry in 2008. Before joining RBC Dominion Securities as an Investment Advisor, he worked in Toronto for 10 years at one of Canada’s largest investment management companies. Matt’s notable work includes senior roles in corporate finance and restructuring, asset management, and consulting 1,500+ financial advisors across the country on wealth management practices, modern portfolio construction and the impact of macroeconomic issues on the Canadian investment landscape. His process has always been practical and direct, following one principle first: simply do what is best for the client.