Introducing Our Insurance Specialist

                        

Matt Leggett, Insurance Specialist

Matthew J. Leggett, CFP, CLU, is a valuable member of your Investment Advisor’s team, helping to create and preserve wealth.

Matt employs a comprehensive process to assess client needs and recommends creative, tax-exempt insurance products that will help achieve wealth management objectives. For more complicated situations, Matt will partner with other professional advisors in the development of appropriate client solutions.

Matt can focus on both personal and corporate insurance planning designed to increase net worth and reduce the impact of taxation. Matt can also ensure that accumulated wealth is transferred to heirs and beneficiaries in accordance with client wishes. To help in this endeavour, Matt has access to insurance solutions from the top-ranked insurance providers in Canada.

Matt began his career in the financial services industry in 1995 and is an expert in his field. He has acquired both the Certified Financial Planner and Chartered Life Underwriter designations. He is currently pursuing the Registered Health Underwriter designation.