Matthew J. Ardrey, BA, CFP, FMA, CIM
Consultant and Manager, Financial Planning, Toronto
26 Wellington St. East
Toronto, ON M5E 1S2
A consultant and manager of financial planning in our Toronto office, Matthew is a dedicated provider of full-suite financial and tax planning services. He also works seamlessly with his T.E. Investment Counsel colleagues to additionally offer his clients comprehensive investment planning services. Matthew sees the big picture, and is proactive and detail oriented in working with time-pressed clients. They trust him to keep their interests first and foremost in designing and implementing customized plans that will lead them to financial independence.
A widely-sought expert in the media, Matthew can distil complex financial topics concisely for his clients and reporters. He’s been quoted in several publications, including the Wall Street Journal, Globe and Mail, Financial Post, Toronto Star, MoneySense, Advisor.ca and BusinessLink magazine. Matthew frequently provides his expert advice to the “Financial Facelift” series feature in the Report on Business.
Matthew has more than 15 years of experience working with clients across the GTA and elsewhere in Canada. He began his career in 1998 with a bank and, after joining T.E. Wealth in 2000, has moved into a series of increasingly senior positions. This experience includes two years in T.E. Wealth’s Calgary office.
He holds several industry designations, including Certified Investment Manager, Financial Management Advisor, and Certified Financial Planner. Matthew received his BA in Finance and Economics from The University of Western Ontario.
An active volunteer in his community, Matt is a member of the Rotary Club of Burlington.
“Over the 5 years that I have known Matt Ardrey I have found him to be a man of integrity, forthright and honest. He always makes himself available to answer any questions that may arise, provide explanations when needed, and he follows up in a timely manner, addressing issues and concerns and exchanging information to the benefit of all. I highly recommend Matt.” [A.D., Burlington]
“We have known Matt Ardrey for almost 15 years, since he first began looking after our personal financial affairs and portfolio strategies. Matt is a very thorough, highly professional individual who is always available to provide guidance to us and answer our questions. We have come to rely on Matt for his knowledgeable advice and counsel and continue to recommend him highly to our friends and colleagues.” [H.R., Toronto.]