Matthew To

I am a Senior Financial Planner with a unique blend of experience in marketing, technology, and investment product consulting. I earned my undergraduate degree in Business from Simon Fraser University, with a minor in Finance, and hold the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations.

I entered the Wealth Management industry in 2018 and spent seven years as an investment wholesaler, specializing in offering tailored product consultations to financial advisors. In this role, I focused on helping advisors navigate complex client pensions, retirement planning, asset allocation, and tax planning strategies. My deep expertise in these areas, along with my commitment to understanding the unique needs of advisors and their clients, has been a cornerstone of my career.

Outside of my professional endeavors, I am passionate about self-improvement and lifelong learning. I enjoy reading non-fiction books on history, philosophy, and technology, always seeking to deepen my understanding of the world.