Matthew Incurvati, CFP®
Wealth Advisor
Matthew Incurvati has held numerous roles within in the financial services industry for the last 15 years. Today, he works closely with his clients to explore their financial planning goals and helps them follow through to achieve them.
Matthew has a Bachelor of Commerce in economics from the University of Guelph. He bas also obtained his Certified Financial Planner (CFP) designation in 2010.
He works closely in the community and has helped the Trillium Health Partners raise funds for many years. Matthew currently resides in Oakville with his wife Jackie and two boys Matteo and Leo. He enjoys playing hockey, golf, and traveling with his family.
Nina Aquino
Client Associate
Nina Aquino has close to two decades of experience in Administration, with the last 7 years focused on delivering high quality service to our clients. She skillfully supports the advisory team and addresses client needs and inquiries proficiently.
Nina is a graduate of St.Paul's University in Quezon City, Philippines where she earned a Bachelor of Science with a major in Psychology. She has completed the Canadian Securities Course (CSC) and in currently enrolled in the Wealth Management Essentials (WME) course to obtain her Registered Representative license.
Nina resides in Oakville and enjoys traveling, cooking, karaoke, and playing the piano.
Matthew Incurvati, CFP®
Matthew Incurvati has held numerous roles within in the financial services industry for the last 15 years. Today, he works closely with his clients to explore their financial planning goals and helps them follow through to achieve them.
Matthew has a Bachelor of Commerce in economics from the University of Guelph. He bas also obtained his Certified Financial Planner (CFP) designation in 2010.
He works closely in the community and has helped the Trillium Health Partners raise funds for many years. Matthew currently resides in Oakville with his wife Jackie and two boys Matteo and Leo. He enjoys playing hockey, golf, and traveling with his family.
Nina Aquino
Nina Aquino has close to two decades of experience in Administration, with the last 7 years focused on delivering high quality service to our clients. She skillfully supports the advisory team and addresses client needs and inquiries proficiently.
Nina is a graduate of St.Paul's University in Quezon City, Philippines where she earned a Bachelor of Science with a major in Psychology. She has completed the Canadian Securities Course (CSC) and in currently enrolled in the Wealth Management Essentials (WME) course to obtain her Registered Representative license.
Nina resides in Oakville and enjoys traveling, cooking, karaoke, and playing the piano.