Matt started his career with Coastal Community in 2004 and joined the wealth management team shortly after. He is now a Private Wealth Advisor where his expertise lies in financial planning with personal and business clients.
The moments that make a difference in his client’s lives is what Matt appreciates most. When Matt assures clients they can retire comfortably and sees the weight that is lifted off their shoulders, he feels great pride in their accomplishments. His goals are to help clients be crystal clear on their objectives so they can make great financial decisions.
Matt has many achievements which include being nominated for the Top 40 Under 40 by the Comox Valley Chamber of Commerce in 2012, and awarded Vancouver Island’s Top 20 under 40 in 2016 for business accomplishment and community leadership. In 2016, he was recognized as one of 30 advisors in Canada by Credential Financial. Matt is often quoted in local and national news regarding his mastery in financial planning.
Matt grew up on the island enjoys to golf and fish. He explores everything the island has to offer such as hiking, snow sports, and camping with his wife, and their two daughters.