Matthew Hendrie
Matthew Hendrie
Portfolio Manager
Investment Advisor
CFA
B.Comm.
Working together to help you achieve what truly matters to you
Phone
Office Location
Background
Matthew has been working in the financial services industry since 2009; over that time, he has developed a disciplined, systematic investment process specifically designed to help high net worth families and businesses accumulate and protect their wealth. Through extensive experience and research, Matt has learned that by investing in companies that not only pay dividends, but consistently grow their dividends, clients are able to enhance their assets over time while also increasing their long-term sustainable cash flow.After obtaining an undergraduate degree in Business at the University of Guelph, Matthew went on to complete additional coursework and currently holds the Chartered Financial Analyst (CFA®) designation. He is licensed to use a wide range of investment products to help clients meet their goals. Matthew is part of a select group of Portfolio Managers who are able to provide access to the Privately Managed Program, TD Wealth’s premier discretionary investment management offering. He is also a Life Insurance Advisor with TD Wealth Insurance Services.
Outside of work, Matthew can be found with his wife and growing children. A firm believer in the importance of giving back to the community, Matthew and his wife are active in their kid's activities and local community.
HighPoint Family Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(519) 758-1680
Certificates
CFA
B.Comm.
Languages
English
Education
University of Guelph
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
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
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.
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.
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.
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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