Drawing on over 20 years of experience in the industry, Matthew focuses on serving the distinct needs of the affluent business owners and their families. He specializes in implementing comprehensive wealth management solutions that integrate all facets of his clients’ financial lives. The result: clarity and peace of mind about their financial future.
Matthew began his career in the industry in 1999, building an experienced team and solid client-base. In 2014, Matthew and the team joined Richardson Wealth, broadening their suite of offerings while continuing to serve their clients’ wealth management needs with distinction.
Matthew continues to pursue education to enrich the solutions he is able to offer to his clients and currently holds some of the industry’s highest designations in wealth management (Portfolio Manager, Certified Financial Planner, Certified Investment Manager). He is also licensed to consult on any insurance plans when required.
Recently, Matthew has become an accredited FAMILY ENTERPRISE ADVISOR™ (FEA), certified through the Family Enterprise Exchange (FEX). The FEA is representing the pinnacle of professional expertise in the field of family enterprise advising. Matthew can provide a sophisticated level of understanding to affluent business families and their unique challenges.
Matthew earned his Bachelor of Business Administration degree at Concordia University, where he also played hockey for the men’s varsity team, Concordia Stingers (CIAU). His hockey career included playing for St. Michael’s College as well as OHL team, Niagara Falls Thunder. He currently resides in Burlington with his wife Carla, their children, Ella and Drew, and their Australian Shepherd, Piper. When he has the time, Matthew enjoys playing golf, hockey, tennis and guitar.