Matthew has been an investment Advisor since 1997 and has been with CIBC for 11 years, where he has navigated every type of market environment imaginable. With his experience, he understands what it takes to succeed long term as an investor. Plus, with the help of the Waterloo Advisory Group, we have the ability to provide every type of financial service there is to not only your meet needs, but your financial and personal goals too. We tailor a unique solution for every client.

On a personal note Matthew still competes in Masters Track and Field and is ranked in the top 5 track and field athletes in Canada and top 20 in the World in a variety of events. The discipline to train and compete helps Matthew as an Investment Advisor. Matthew knows it takes small and consistent approaches to success and there is no short cut that will get you where you want to be. Steady and smart eventually wins.

Jackie has been in the investment industry since 1992 and obtained her Canadian Securities License in 1994.

Jackie is a valuable member of the team whose responsibilities are to manage all of the administrative needs of our clients as well as ensure the smooth operations of the Waterloo Advisory Group.

Jackie lives in Waterloo with her husband, daughter and son. She enjoys spending time with family and friends as well as travelling.