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, ...

When life happens we've got you covered: -Group Health & Pension Benefits -Individual Financial Services -Human Resources Consulting www.matheisteam.com 150-1101 Kingston Road Pickering, Ontario L1V 1B5 905-837-2600 info@matheisteam.com

Since earning a bachelor of BusinessEconomics from Brock University in 1987, Louisa has been working as aprofessional in the investment industry. A board member of The FinancialAdvisors Association of Canada (ADVOCIS) since 1994, she plays an integral rolein shaping the direction of the industry. Shehas conducted workshops for financial planners on how to create financial plansand has been involved in forming the standards required for financial planssubmitted by RFP candidates. She spent five years on the examination committeefor the Financial Planners Standards Council of Canada, which ...

Financial Planning and Investment Management

Export Development Canada helps Canadian companies do business internationally through knowledge, risk mitigation, working capital and financing solutions. Reach out today to see how we can help your company grow beyond our Canadian border!