Who We Are

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

    Mike Matthew is the owner and principal advisor of Matthew Wealth Management. Working in the financial services industry for the past 35 years, Mike specializes in financial security planning, retirement and estate planning, as well as tax reduction strategies for Canadians. Mike is a member of Advisor Solutions, 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 24 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 his 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.

  • Jason Mendez, CFP® Financial Planner & Investment Representative

    As a financial planner, I specialize in retirement transition planning—the process of thinking about what you want your retirement to look like, and where the money part fits in. Whether retirement means downsizing, moving to the countryside or spending time with grandchildren, I can help you build a retirement income plan that suits your needs.
    I have an exceptional understanding of risk management, and strive to provide each client with clarity and peace of mind, with a focus on providing detailed financial planning to help clients answer the fundamental question of financial planning, "are we going to be okay"?

  • Crystal Serra Licensed Marketing Assistant

    Crystal has worked at Matthew Wealth Management for the last 6 years in an administrative role. In 2018 she became licensed in mutual funds through the Canadian Investment Funds Course. Crystal assists the advisors at Matthew Wealth Management with client related needs.

  • 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