Elmslie Wealth Management
Working together to help you achieve what truly matters to you
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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.
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Helping achieve what truly matters to you and your family.
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
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
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
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.
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