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Matthew Hendrie

Investment Advisor

  • PFP®
  • CFA®
  • B.Comm.

"Wealth management that evolves as your needs, priorities and circumstances change over time"

As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of my business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals. I specialize in professional money management for high net worth clients as well as foundations, not-for-profit organizations and trusts. My clients include a wide range of clientele such as: senior executives (CEOs, CFOs), lawyers, medical professionals, accountants, entrepreneurs, business owners, lottery winners, large inheritance recipients and trustees.

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At TD Wealth Private Investment Advice, we pride ourselves on developing a deep understanding of clients and their priorities. We invest the time to understand each of our clients so that we can develop a plan that is tailored to each client's unique needs. We use applied behavioral finance to uncover clients' financial blind spots and develop strategies to improve decision making.

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We have excellent working knowledge and experience in dealing with complex financial matters and building a wealth strategy focused on: building your net worth, implementing tax-efficient strategies, protecting what matters and leaving a legacy.

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ADDITIONAL CONTACT

Toll Free: (866) 577-0377
Fax: (519) 758-1680
Branch Office: (519) 758-1397
Branch Fax: (519) 758-1680

LANGUAGES

English

EDUCATION

University of Guelph

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    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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