Matthew Sears, CFA, CFP^®

Location
Toronto, Ontario

“I seek balance in all aspects of life, because this allows me to pursue my goals while enjoying life’s simple pleasures and moments.”

I take pride in helping my clients articulate and achieve their financial goals through personalized financial plans. With a keen eye for detail, I ensure that all the finer points are captured in those customized plans. This approach allows me to deliver proactive wealth management services that anticipate and address the diverse needs of my clients, with advice that includes retirement strategies, tax preparation and planning, estate planning and investments.

I started my career at one of CWB Wealth’s legacy firms, and worked my way to successively senior roles. A graduate of both Ryerson University (now called Toronto Metropolitan University) and Sheridan College, I’m also a Chartered Financial Analyst^® (CFA^®) charterholder and a CERTIFIED FINANCIAL PLANNER^® (CFP^®).