Elmslie Wealth Management, Investment Advisor,Waterloo, ON

Phone

Office

Office Location

412 Albert Street Waterloo, ON N2L 3V3. map

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).

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.

Phone

Toll Free

(866) 373-5576

Branch Phone

(519) 725-1214

Branch Fax

(519) 725-5806

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Helping achieve what truly matters to you and your family.