“Mathew is a fantastic professional. He is well versed in several financial products and services that allow him not only to appropriately assess the needs of each client but also recommend necessary tools to ensure that all financial planning needs of the client are met. For example, a combination of personal insurance products and investment vehicles recommended by Mathew have served my personal financial planning needs well. Mathew’s advice and financial markets acumen played a key role in my investment decisions in the wake of the 2008 financial crisis. Mathew is very client-oriented. He is always available and ready to answer any questions and offer solutions if needed. Overall, I have been a very satisfied client for the last 15 years.”

– Alex Posoukh, MBA, CPA

“I have known Mathew Joseph for the last 17 years. He has been handling my insurance and investments with utmost care. He is an awesome financial consultant and advisor”

– S. Sharma, CPA, CMA, MBA

“Mathew Joseph is knowledgeable, diligent and responsive. I’ve been his client for over 15 years and still get prompt attention whenever I need his help. “

– T. Sandi-Cosburn

“After the unexpected passing of our previous financial advisor in 2012, Mathew continued his portfolio of business with a higher level of commitment of integrity, service and expertise in his honour, much to the benefit of his clients. Mathew has played an integral role in building our financial wealth with his skill in financial solutions and strategic approach through RRSPs, TFSAs and RESPs. Throughout the years, Mathew built trust by regularly reaching out to understand our needs and ensuring that our financial plans are on track. In addition to our financial welfare, Mathew’s personal connection with us, including the small things like sending us birthday cards, always makes us feel like he is part of our family.

Mathew is a knowledgeable and resourceful professional financial advisor with attention to detail and we highly recommend his services.“

– T. R. Louie, P.Eng

“I highly recommend Mathew Joseph as a knowledgeable, wise, honest and capable advisor. He has handled all his transactions with me in a most excellent manner. I am very pleased with his services & do not hesitate to recommend him as a fine advisor.“

-John D.R.

“I’ve known Mathew for over 20 years and have used him as my financial planner for most of that time. Mathew is very professional, knowledgeable, and very responsive to our needs. Not only my wife and I use him but my children have also come to appreciate his expertise in the financial planning field. I highly recommend Mathew for anyone who value their financial future.“

– William Yeung

“We’ve known Mathew for over 15 years and he is very good at his job. He’s always been very helpful, and answers every question thoroughly and clearly. His positive attitude always made us feel at ease when working through our financial plans!“

– Jatinder and Parvinder Purba