Investment Representative
Office: | 519-277-0012 |
Service specializations:
- Goal-oriented investment strategies and plans (RRSP, RESP, TFSA, FHSA, etc.) in Mutual or Segregated Funds
- Tailored insurance solutions for individuals and families
- Comprehensive retirement and estate planning
About Matt Simpson
Matt was born and raised in Cambridge, ON. He went through adolescence and early adulthood, not truly knowing what he wanted to pursue. All he knew is he wanted to make a lasting difference on the world and have a meaningful job that he could wake up every day and be passionate about. In a way though, the unknown made him more optimistic than ever and eager to find that passion.
Matt has always known that he was an analytic and curious thinker. From asking hundreds of questions about the world as a child, to excelling in math and science in high school, this way of thinking led him to enroll in Wilfrid Laurier University’s Honours Bachelor of Arts program in Economics, minoring in Business Management. This degree, along with his father’s current career and ambitions, led him to pursue this career in financial services.
This industry is one where Matt feels he can thrive and belong, while also making a positive difference in the financial well-being of his clients. He heavily values continuing education, integrity, professionalism, and a client-focused approach to his practice.
What clients are saying
Matt really showed enthusiasm and going the extra mile! When I called with some questions, he proactively searched for answers and was able to help within minutes of calling.
Matt has shown that he is a quick learner and has adopted the mentality of putting his clients’ interests first. The retirement plan he put together for us really gave us the peace of mind we needed approaching retirement.
Matt is a hardworking, kind, compassionate, relatable, and reliable advisor who is quick and easy to communicate with. He takes care of my needs in a timely manner and always ensures that I understand policies and procedures as they are being completed. He always goes above and beyond expectations!