Your needs are unique. You deserve relevant and customized wealth advice. This is done by fully understanding you, your family and your values. Whether your needs are simple or complex, with Matthew you will receive tailored wealth management strategies to help achieve your goals and ensure you are on track to achieve the future you envision for yourself.
Matthew has been providing clients with bespoke wealth management solutions for over 15 years. His specialties include working with Medium-to-Large Business Owners/Executives and Farm Operators. He also works with high net worth families, clients with holding companies and professional corporations. You will receive a wealth strategy which manages the important things like your retirement, your kid's education, your family cottage, your legacy - not just your money.
Through a continuing discovery process you will share a deep understanding of your goals, immediate, medium and long-term. Matthew asks a lot of questions and avoids shortcuts. Investment management is at the core of the offering to you with an objective to generate consistent returns, with less volatility, over the course of your investment time horizon. Both traditional and alternative investments strategies are implemented into portfolios and are ideally suited to individuals and families who meet one of the following criteria: Investable assets exceeding $1,000,000. Net worth exceeding $5,000,000. Personal annual income exceeding $200,000 (or household income exceeding $300,000).
Matthew collaborates with TD specialists, to provide the comprehensive range of expertise that you may need. Together they offer:
When he is not engaging with clients, Matthew spends time with his wife and five children. They are kept busy with a myriad of organized (and disorganized!) sports. In the summer Matthew enjoys back country camping and kayaking – in particular the granite, gnarly pines and blue waters of Southern Georgian Bay.
Offering a unique discovery process
Matthew will take you through a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. Through this discovery process he'll gain an in-depth understanding of your unique needs and, with a team of specialists, build a wealth plan to help you achieve your vision of success.
To learn more about how behavioural finance can impact your decision making, click on the articles below:
Elmslie Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.