Matthew has been dealing with high net worth clients\u2019 financial planning, tax and investment management situations since 2000. Matthew majored in Finance and Economics at the University of Western Ontario and then went on to further his financial education through the Canadian Securities Institute. He has been a Certified Financial Planner (CFP) since 2001 and a Registered Financial Planner (R.F.P.) since 2017.<\/p>\n
At TriDelta Financial, Matthew provides his clients full comprehensive financial planning and investment management solutions. Never far from his thoughts are the impact of taxes on his clients\u2019 situations and how best to mitigate them. Matthew sees the big picture and is proactive and detail oriented in working with time-pressed clients. They trust him to keep their interests first and foremost in designing and implementing customized plans that will lead them to financial independence.<\/p>\n
A widely sought expert in the media, Matthew can distil complex financial topics concisely for his clients and reporters. He\u2019s been quoted in several publications, including the Globe and Mail, Financial Post, MoneySense, Advisor.ca and Investment Executive. Matthew frequently provides his expert advice to the \u201cFinancial Facelift\u201d series feature in the Globe and Mail\u2019s Report on Business.<\/p>\n
Away from the office, Matthew enjoys spending time with his wife, his three children and his two dogs, taking Taekwondo classes and travelling.<\/p>\n","protected":false},"featured_media":7512,"template":"","meta":{"_acf_changed":false,"_exactmetrics_skip_tracking":false,"footnotes":""},"speaker-category":[],"class_list":["post-6378","speaker","type-speaker","status-publish","has-post-thumbnail","hentry"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t