About Us
FINANCIAL FUTURE
Transform your financial future with our dynamic approach to wealth management! Discover the power of strategic planning and expert guidance to achieve your goals and unlock new opportunities. Join our financial practice today and embark on a journey towards financial freedom and prosperity!
YOUR FINANCIAL PATH
Unleash the potential of your finances with our innovative approach! From cutting-edge investment strategies to personalized financial solutions, we're dedicated to revolutionizing the way you manage and grow your wealth. Join us and experience the excitement of charting a path to financial success unlike any other!
OUR PARTNERS
Hub Financial
Hub Capital
Assumption Life
Canada Life
CPP (Canada Protection Plan)
Foresters Financial
Equitable Life
Beneva
Empire Life
The Edge Benefits
iA Financial Group
RBC (Royal Bank of Canada)
Ivari
Manulife
BMO (Bank of Montreal)
SunLife
Desjardins
HIGHLIGHT OF SOME SERVICES WE PROVIDE
Financial Planning: Help clients develop comprehensive financial plans that encompass budgeting, saving, investing, retirement planning, tax strategies, and estate planning.
Investment Management: Building and managing investment portfolios suited to your risk tolerance, time horizon, and financial objectives. This includes asset allocation, selecting specific investments, and portfolio rebalancing.
Retirement Planning: Plan for retirement by estimating future income needs, maximizing retirement account contributions, and creating strategies to ensure a comfortable retirement lifestyle.
Tax Planning: We provide guidance on tax-efficient investment strategies, tax deductions, credits, and other strategies to minimize tax liabilities.
Estate Planning: Assist clients in creating estate plans to manage and distribute assets according to their wishes, minimize estate taxes, and ensure a smooth transfer of wealth to beneficiaries.
Succession Planning: Assist businesses in creating succession plans to manage and distribute assets according to their wishes, and ensure a smooth transfer of wealth to beneficiaries.
Insurance Planning: Help clients assess their insurance needs and provide recommendations for life insurance, disability insurance, long-term care insurance, and other types of coverage to protect against financial risks.
Education Planning: Help clients save for education expenses, such as college tuition, by recommending appropriate savings vehicles.
Risk Management: Advisors evaluate clients' risk tolerance and provide recommendations for managing investment risk through diversification, asset allocation, and other risk mitigation strategies.
Work Place Health Benefits: tailor made solution for you and your company benefits, meeting individual needs as part of a greater group.
WE HAVE EXPANDED OUR INVESTMENT SERVICES
Yes... we did it, we have expanded our services here at Matthew J. Green Financial, we are offer more Investment products, and we are still EXPENDING...
Thank you to the people who have trusted and believed in us.
Matthew Green IMI, RSE
Financial Advisor and Owner
Matthew J. Green Financial