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.

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

    Kaitlyn successfully completed her CFP® Designation in 2019. She has been a licensed advisor for 9 years and associate advisor of Matthew Wealth Management for 7 years. She has worked in the financial services industry for the past 15 years at Matthew Wealth Management in various capacities starting when she was in high school and also while she was 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 enjoyed helping people herself, which is why she decided to join her father and become a licensed financial security advisor after she graduated from university. Kaitlyn is passionate about helping her clients with their financial goals and as her clients grow and their situations change, she wants to be there and grow with them every step of the way.

  • 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"?
    Life is complicated and figuring out how to reach your goals can be overwhelming. There’s an endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them Live Life Confidently™

  • Denise Crewe Licensed Marketing Assistant

    Denise has worked in the financial services industry since 1996 and 25 years as an administrative assistant to Mike. She successfully completed her Canadian Investment Funds course to be licensed in mutual funds 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 6 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