Matthew To

I am a Senior Financial Planner with an extensive experience in investment management, tax and estate planning. I hold a Business degree with a specialization in Finance from Simon Fraser University and have earned the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations.

Since entering the Wealth Management industry in 2018, I have spent seven years as an investment wholesaler, providing financial advisors with in-depth product consultations on pensions, asset allocation, retirement income strategies, and tax planning. My experience has given me a strong understanding of portfolio construction and financial strategies that help clients grow and preserve their wealth.

Now, as a dedicated financial planner, I work directly with clients to develop tailored investment and financial plans that align with their long-term goals. Whether it's optimizing portfolios, mitigating tax liabilities, or structuring retirement income, I am committed to delivering comprehensive financial solutions.

Beyond my work, I am passionate about learning and enjoy reading non-fiction books on history, philosophy, and technology to deepen my understanding of the world.