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Our Steps
Initial meeting You will meet with Matt for a no obligation meeting in order to get to know each other, and decide if you would like to continue to develop this working relationship. You may be asked to bring specific information Information analysis We will analyze your circumstances, 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 with you to review your changing goals and adjust your plan accordingly
View published source ↗Senior Financial Planning Advisor
To further strengthen my financial skills, I became a Certified Financial Planner. This credential means that I have achieved and maintain internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own. I have also received the Responsible Investment Specialist designation from the Responsible Investment Association whose mandate is to educate and support the development of impactful Social Responsible investments in our world. In recent years, climate change has been dominating the headlines and has become a watershed issue helping to expand awareness around a growing number of other problems. My passion is to help my clients invest in impactful Social Responsible Investments to both make money and do good. I specialize in combining sound proven fundamentals of financial planning, asset protection and investment management with the merits of leading-edge behavioral finance. I also believe in thematic investing approaches that take advantage of relatively certain trends such as the need for increased sustainability and accelerating change driven by continual science and technological advancement. Among my greatest strengths with my clients are my knowledge, integrity, commitment to exceptional service and a keen personal interest to understand the evolving marketplace. 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.
View published source ↗Senior Financial Planning Advisor
As a Senior Financial Planning Advisor at Assante, I can help you achieve your future dreams while enjoying peace of mind today. Whether it's Investing in Socially Responsible Impactful Investments utilizing the Environmental, Social and Governance selection criteria, 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 and save you time 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. For 25 years, I have been enjoying helping successful people live wonderful lives. My passion and focus are helping understand and realize each client’s unique life goals. I have always had an interest in the human experience. As a result, I have pursued and obtained a Bachelor of Science in Psychology and Economics. This degree helped strengthen my interest and understanding in Behavioral Economics and Finance, a field which explores various human biases and how they affect financial decision-making. In my role as a Senior Financial Planning Advisor, I try to use these insights to help my clients avoid costly emotional financial mistakes.
View published source ↗Becoming a Client
At Assante, we make sure you have all the information you need before making such an important decision as choosing a 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 consulation.
View published source ↗Financial Results
While many of us care about sustainability and want our investment portfolio to fit our values, we also want to get good financial results. Fortunately, there is considerable strong evidence that Sustainable Investing tends to do as well or better than Traditional Investing. For instance, Société Général investment strategy research covering March 2013 to January 2019 found that high ESG companies tended to beat the broader stock market, and that companies recently puling up their ESG socks outperformed high ESG stocks (source: https://corpgov.law.harvard.edu/2019/03/21/esg-rating-and-momentum /) In the future, I expect Sustainable Investing to outperform for a couple main reasons. First, internet-driven transparency is increasing awareness and concern around industries, products and services that harm people and the environment. As this continues, support and consumption in these areas will likely fall, leading to lacklustre business performance and underperforming securities. Additionally, several global sustainability challenges have been expanding faster than our ability to solve them. I believe that, going forward near-term, we will continue to fall further behind the curve and the gap between problems and solutions will widen. As this shortfall grows, sustainability challenges will become increasing apparent and demand for product and service solutions will accelerate. As a result, I think investments in positively impactful businesses will beat the broader markets. If you would like to discuss Sustainable Investing, please feel free to contact me for a free consultation
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