Helping You Have a Life Well Lived

I will help you have a Life Well Lived by creating financial goals to support them. Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you achieve your future dreams while enjoying peace of mind today. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I will work with you every step of the way.

Creating and managing your wealth can be complex and time-consuming. My role is to simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.


For 24 years I have been helping individuals and families achieve financial independence and to help my clients have a Life Well Lived. My passion and unique acumen is in understanding the main life goals of my clients and helping them plan towards the accomplishment of these goals. Working with a network of highly skilled professionals, I am dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of my clients' lives.

As an advocate for fair treatment, transparency and accountability with my clients, I was able to utilize this conviction as it relates to cell phone consumers. Recently I have been in the news as a cell phone consumer advocate working diligently to create a fair marketplace and played an important role in the campaign for positive consumer changes within the Telecom Sector. Along with Telecom experts we created a consumer friendly “Cell Phone Negotiation Toolkit”. As a result of my contribution, I have been acknowledged in playing an integral role in bringing about the recent consumer friendly changes by the CRTC.

“Matt, thank you for playing such an important role in the campaign - it made a real difference! The Telecom Consumer Code of Conduct is a good start that will help and we'll keep pushing to create more cell phone choice and affordability.” Steve Anderson Executive Director,     

 Among my greatest strengths with my clients are my knowledge, integrity, commitment to exceptional service and a  keen personal interest to understand the evolving market place.

I believe it is important to make a positive contribution to the world and am on the Board of Directors of a Vancouver-based charity Seva Canada whose mission is to restore sight and prevent blindness in the developing world.

I am a graduate from the University of Toronto with a Bachelor of Science degree in Psychology and Economics, I completed the Canadian Securities Course with an honors designation and have obtained the Certified Financial Planner Designation. I worked with Nesbitt Burns for three years and Assante for fifteen years.

On a personal note, I enjoy family time with my wife Tracy and two children, Michael and Emily. We are an active outdoor family spending time skiing, mountain biking and sailing. As a family we experience a Life Well Lived.

Feel free to connect with me to brainstorm on your Life Well Lived.

Please call (604) 685-2214 or (604) 862-2274   or e-mail:

Investment Planning Advice

When it comes to investing, the disciplined approach pays the greatest dividends and creates a Life Well Lived

We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we will implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs.

I am a fully licensed stockbroker and have created a conservative North American dividend portfolio utilizing the Award-winning equity research of National Bank, Credit Suisse and Veritas. My clients who have utilized this strategy are impressed with the results. Please refer to the Testimonials section in this website.

As an Assante client, you have exclusive access to the customized Assante Private Client brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.

For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through Assante Private Client, a division of CI Private Counsel LP.

The Client Process: Helping You Have A Life Well Lived

Becoming my client

At Assante, I make sure you have all the information you need before making such an important decision as choosing me as your financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consultation.

Our Steps

Initial meeting


You and I will meet with for a no obligation consultation in order to get to know each other. We will take the time to understand what it is in your life that is most important to you and establish the means to accomplish these goals.  We will then decide if you would like to continue to develop this working relationship.

Information analysis


We will analyze your circumstances, life goals, risk tolerance, and prepare an initial Comprehensive Plan for your review

Plan implementation


Once you have agreed upon the plan details, we will implement the components

Ongoing consultation and review


At least once a year, we will meet in person to review your Life Well Lived Plan  and adjust it accordingly if appropriate.