Mathew Joseph Financial Solutions Limited
Our goal is to help our clients secure their financial future with a customized strategy.
Mathew Joseph MSc, PhD, PFA, CHS
Financial Consultant
Mathew had the opportunity to experience the value of life insurance and investments early on in his life. His uncle suddenly passed away at the age of 45 leaving behind a stay-at-home widow and 3 children aged 12, 10 and 3. It was devastating for the family to lose their sole breadwinner. Fortunately, he had an appreciable amount of life insurance that paid off the mortgage and the balance was invested in blue-chip companies, the income was sufficient for the widow to focus on her children and their education without going to work. It was this experience that made Mathew enter the financial services industry so that he can help, families, small business owners, professionals and retirees plan a strategy to secure their financial future.
After completing his Ph.D. in Science from Bombay University, he joined the Tata Group of companies, which took him to Europe, W Africa, China and the US / Canada. His experience in International Business gives him a clear insight into the needs of business owners, a transferable skill he brings into his financial practice. His international business exposure also makes it seamless for him to work with people of all ethnicity and nationalities.
After migrating to Canada, he joined RBC Insurance as an Advisor in 2002 and a year later became an independent financial consultant providing:
- Insurance
- Investment
- Retirement
- Estate Planning
- Tax Planning Advice
He is very passionate about working with his clients to help them plan a strategy to secure their financial future.
