Over the past 17 years, Lighthouse Private Wealth’s Founding Partner has developed a reputation for excellence having been awarded status as a member of the Financial Planning Standards Council’s President’s List and being featured as a contributing author in several Canadian publications. As a founding partner, he plays a central role in the ongoing management and development of the firm, while continuing to provide hands on integrated planning and wealth management services to the firm’s clients. 

Career Highlights

• Lighthouse Private Wealth: In 2014, Matt played a central role in the evolution of the Lighthouse Wealth organization with the introduction and launch of Lighthouse Private Wealth, with a focus on complex holistic and integrated wealth management services catering to affluent Canadians and Canadian organizations.

• Lighthouse Wealth Management: In 2006, Matt joined the firm as a Managing Partner and Senior Financial Planner bringing his established financial practice and clients with him. He continued in his responsibility for providing in depth financial planning and wealth management services and assumed a leadership role in the multi-advisor organization.

• Freedom 55 Financial: In 2004, Matt moved from working as a Disability Insurance specialist to join Freedom 55 Financial, expanding his role to providing full financial advisory services. After achieving top honours in his licensing programs, Matt worked at Freedom 55 building a financial advisory practice from the ground up and being awarded “Rookie of the Year” and “Junior VIP” awards for the quick growth of his practice and the high level of success that he quickly achieved.

• Combined Insurance Company of America: In 2002, Matt completed his insurance licensing and was hired as a Disability Insurance Specialist. At the time, he was the youngest advisor ever hired by the company and he quickly achieved a high level of success there.

Professional Credentials and Qualifications

• Certified Executor Advisor (CEA) 2018

• Certified Health Specialist (CHS) 2017

• Elder Planning Counselor (EPC) 2014

• Chartered Life Underwriter (CLU) 2012

• Certified Financial Planner (CFP) 2012

• Inducted into the Financial Planning Standards Council’s President’s List 2012 after realizing the second highest mark in the country on the FPE2 Financial Planning Examination

Philanthropy and Volunteerism

• Community Foundation of Greater Peterborough – Finance Committee

• World Vision

• Junior Achievement 

• Kids With Class 

• Breakfast Club of Canada 

• Sick Kids Children’s Hospital

• The Parish

• CFP Credential Blueprint Development working group – Financial Planning Standards Council