Embedded Files
Matthew Lawrence, QAFP®, Financial Advisor, works directly with individuals, families and business owners who want clearer investment decisions and a relationship with the person providing their advice.
His approach combines personal guidance, plain-language explanations and a broader perspective on what each investment decision is meant to accomplish.
INVESTMENT MANAGEMENT FOR NIAGARA. PROUDLY CANADIAN.
INVESTMENT MANAGEMENT FOR NIAGARA. PROUDLY CANADIAN.
Start with a conversation.
Start with a conversation.
Matthew begins by listening to what you want your money to accomplish, what you already own and which questions are keeping you from moving forward.
He then helps organize the issues, explain the available choices and identify a reasonable next step.
The objective is not change for its own sake. It is advice you can understand and decisions in which you remain involved.
A broader perspective on every investment decision.
A broader perspective on every investment decision.
Matthew holds the QAFP® certification from FP Canada and works as a Financial Advisor with Carte Wealth Management Inc.
Matthew is proud to work as a Financial Advisor with Carte Wealth Management Inc., an independent Canadian mutual fund dealer. Carte provides the regulatory infrastructure, compliance oversight and industry relationships that support access to a broad range of investment solutions while allowing Matthew to maintain an independent advisory practice.
Carte Wealth Management Inc. is regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF). This relationship combines the infrastructure and oversight of an established national dealer with Matthew’s personal approach to advice.
Through Invest With Matthew, he provides investment management, portfolio reviews, retirement and income investing, account guidance and corporate investing.
He is also the founder of Green Helix Financial. For clients with more complex needs, Green Helix provides a more comprehensive and highly engaged financial planning and wealth-management relationship through the Financial Simplicity approach.
The person behind the advice.
The person behind the advice.
Financial Planning Perspective
Financial Planning Perspective
Matthew’s QAFP® background helps him recognize when an investment question connects with retirement, income, insurance, tax or estate considerations.
Business Ownership
Business Ownership
As a business owner and entrepreneur himself, Matthew understands that financial decisions must work within the practical demands of operating and building something.
Clear Communication
Clear Communication
His experience as a writer shapes an approach centred on explaining complex subjects in language people can actually use.
Building in Niagara
Building in Niagara
Matthew and his wife, Vanessa, are building their life and businesses in Niagara, including an agricultural venture of their own.
Butter, Office Dog
Butter, Office Dog
Butter is frequently nearby and takes her unofficial role as office greeter very seriously.
Frequently Asked Questions
Frequently Asked Questions
Will I work directly with Matthew?
Will I work directly with Matthew?
Yes. Matthew personally leads the conversations, reviews and recommendations throughout the relationship.
What does the QAFP® certification mean?
What does the QAFP® certification mean?
The QAFP® certification is granted by FP Canada and reflects education, examination, experience and ethical requirements in financial planning.
What is Matthew’s relationship with Carte Wealth Management?
What is Matthew’s relationship with Carte Wealth Management?
Matthew is a Financial Advisor with Carte Wealth Management Inc. Carte provides the dealer platform through which investment products are offered and supervised.
What is the difference between Invest With Matthew and Green Helix Financial?
What is the difference between Invest With Matthew and Green Helix Financial?
Invest With Matthew focuses on investment management and related account decisions. Green Helix Financial provides a more comprehensive planning and wealth-management experience for clients seeking deeper coordination and ongoing engagement.
A better advisory relationship can begin with one conversation.
A better advisory relationship can begin with one conversation.
You do not need to prepare a complete financial history or know exactly which service you need.
Complete the short form and tell Matthew what you would like help understanding. He will follow up personally to discuss the next step.
Page updated
Report abuse