MS Wealth & Financial Services Inc.

I am an experienced CFP and have served as a financial advisor for over 18 years, starting in 1998. I continuously update my practice, as legislation and financial products change. Your requirements, objectives, and attitudes are my top priority. I focus to comprehend your preferences. I am driven by your investment and insurance needs and want to help you obtain the best choices that fit within your budget. I aim to develop a strong relationship with all clients, offering them the most beneficial insurance and investment advice available. In Canada, investment options and tax planning have significantly increased, and as Canadians, we encounter several life stages requiring financial strategies. You can trust me to assist you in attaining financial security and independence in retirement. I have vast experience in guaranteeing your financial health through your work years. A CFP planner guarantees customers receive a factual and protective approach to fulfill their goals, a piece of mind clients pay for. CFP planners have fiduciary obligations and adhere to this higher standard of care in the financial business.

Client reviews indicate consistently high satisfaction with Mat, with his expertise, and personalization. Many even noted that they’ve been using his services for years and highly recommend them. His clients speak highly of his investment performance and positive returns. Moreover, his tax savings advice indicates insights and an investment strategy that has helped grow their accounts faster than other banks. A few client mentioned how important it is that he provides advice in Polish. Lastly, Matt's deals with insurance accounts and his advice is invaluable for clients having different investment and insurance companies. In conclusion, do his good listening skills, knowledge, and service delivery, Mat comes highly recommended for investment and insurance advice in this market.