Who We Are

  • Michael Matthew, B.Sc. Financial Security Advisor & Investment Representative, Principal

    Mike Matthew is owner and principal of Matthew Wealth Management. Working in the financial services industry for the past 33 years, Mike specializes in financial security planning, retirement and estate planning, as well as tax reduction strategies for Canadians. Mike is a member of the Wealth Insurance Solutions Enterprise, a division of Canada Life Insurance Company.

    Mike received his B.Sc. with a degree in Math from the University of Windsor in 1986. He is a firm believer in continuing education, and over the past 20 years he has actively participated in the Strategic Coach program. He finds these workshops extremely rewarding, incorporating everything he learns into his daily life and into the business. The search for knowledge and new ideas to share with clients is a never-ending task for Mike. He is extremely passionate about what he does and always places each client's best interests at heart.

  • Kaitlyn Montalbano, CFP®, B.A. Financial Security Advisor & Investment Representative

    Kaitlyn successfully completed her CFP® Designation in 2019. She has now been a licensed advisor for 7 years and associate advisor of Matthew Wealth Management for 5 years. She has worked in the financial services industry for the past 13 years at Matthew Wealth Management in various capacities while attending university. Working in the office part-time through school, she was able to see the way her father helps people, and how much they appreciate his advice. She has always had a passion for helping people herself, which is why she decided to join her father and become a licensed financial security advisor after she graduated from university. She primarily meets with the younger clients who want to start a financial security plan. As clients grow and their situations change, she wants to be there and grow with them every step of the way.

  • Denise Crewe Licensed Marketing Assistant

    Denise has worked in the financial services industry since 1996 and 21 years as an administrative assistant to Mike. She successfully completed her Canadian Investment Funds course and is very knowledgeable in all client related dealings.

    The greatest enjoyment in her job comes from working with clients, and she works hard to ensure timely responses in all client dealings.

  • Crystal Serra Licensed Marketing Assistant

    Crystal has worked at Matthew Wealth Management for the last 4 years in an administrative role. In 2018 she became licensed in mutual funds through the Canadian Investment Funds Course. Crystal assists Mike and Kaitlyn with client related matters.

  • Anna Matthew Business Administrator

    Anna has been working for Mike for over 20 years in various capacities. Anna has completed many tax courses and she assists clients with all tax-related matters. As of Fall 2018, Anna works remotely out of her home.

Matthew Wealth Management

1630 Front Rd.

LaSalle, Ontario N9J 2B6

Give us a call or send us a fax

Phone: 519-978-9600

Fax: 519-978-9613