Brad Matthews CFP®, RRC, CPGA

Principal

Brad Matthews is a CERTIFIED FINANCIAL PLANNER® (CFP) professional, known for his dedication to helping clients achieve their financial goals. With a wealth of experience and a deep understanding of financial strategies, Brad provides personalized advice tailored to each client’s unique needs. His professional journey is complemented by his background as a former golf professional and his membership in the PGA of Canada, showcasing his commitment and expertise in both finance and sports.

Outside of his professional life, Brad cherishes his time at the cottage with his wife, children, and grandchildren. These moments spent with family are invaluable to him, offering a perfect balance to his career. Whether it’s enjoying a peaceful day by the lake or engaging in family activities, Brad values the joy and connection that these times bring, blending his passion for financial planning with a fulfilling personal life.