Matthew J. Ardrey, B.A., CFP, FMA, CIM
Consultant and Manager, Financial Planning, Toronto
26 Wellington St. East
Toronto, ON M5E 1S2
With a B.A. in Finance and Economics from the University of Western Ontario, Matthew Ardrey began his career in 1998. He chose financial planning, knowing that it would expose him to a wide range of disciplines – investment, retirement, estate and tax planning, and provide him with the opportunity to help clients achieve their financial goals. The choice has been a good one. Since joining T.E. Wealth in 2000, Matthew has steadily progressed from Assistant Consultant to Consultant and Manager, Financial Planning. In 2008, he returned with his family to Toronto, after two years in the Calgary office. In Toronto, Matthew continues to focus on the wealth management needs of his own private clients.
In addition to working with his clients to meet their personal financial goals, Matthew feels it is important to give time back to his community in Burlington. He volunteers his time and expertise on two boards – The Rotary Club of Burlington and the Halton Waldorf School. Helping others is core to Matthew’s beliefs.
Technically savvy and highly personable, Matthew finds it easy to connect with people and the complexity of clients’ wealth management needs keeps him challenged and energized. It’s a long way from his start in the banking industry, where the opportunities to help people were limited by the products to be sold. At T.E. Wealth, Matthew enjoys having the freedom to do what is right for his clients every time.