Our Services

 Lifelong financial Planningthat helps you be financially successful at every stage of your life - we consider your income, tax issues, savings, investments, life insurance, general insurance and employee benefits

Retirement planningthat prepares you for all aspects of your life after work - including income, continuing work, housing, activities, unexpected occurrences, insurance, estate planning

Estate planningthat protects you and your dependents in case of serious illness or untimely death

Risk management- helps identify potential risks (investment and liability) and recommends how to eliminate, reduce and if necessary insure them 

Through Assante Capital Management Ltd. (Member of the Canadian Investor Protection Fund) and Complete Brokerage Services (insurance products), Matt offers an extensive range of products and services to implement all components of your Comprehensive Plan