Our Services

OUR SERVICES

SUSTAINABLE INVESTING

TAX PREPARATION

Starting at $39.99

UNBIASED ADVICE

Tell Me About Yourself

I'm here to listen. By understanding your specific situation and needs, I can create bespoke solutions to get you to your goals.

No Hidden Agendas

My low-fee and high quality investment approach is designed around the client and not corporate profits. This means that your gains stay in your account to secure your financial future. The way it should be.

Year Round Tax Filing

Whether you are a first-time filer or a business owner, I use the most current tools available in the rapidly changing tax system so that we can keep more money in your pocket.

Scott A.

I am very happy to have Matt managing my investment & retirement needs. Matt is eager, energetic and trustworthy with the ability to explain financial advice and investing in a easy to understand way.

Becky T.

I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.