As an Advisor, Matt works with our individual and group life insurance clients, tailoring solutions to their unique personal and organizational needs. Having earned designations as both a Certified Financial Planner and Chartered Life Underwriter, Matt focuses on helping his clients achieve their long-term financial goals, while factoring estate, tax, retirement planning and other considerations into the insurance advice that he provides. “Bridgewell is an amazing place for me because it offers resources from an administrative and marketing perspective,” he explains. “I can collaborate with the rest of our team to share ideas, learn, grow and review joint case work.”

 

Away from the office, Matt spends the bulk of his time with his family, including an energetic 11-month-old, along with their two-year old dog—a rescue from the Bahamas. Matt enjoys playing hockey, and in summer, relaxing at the cottage or playing golf (preferably combining the two pastimes when he can).