Matthew Clement
Vice-president Private Capital at Smartchase Corporation
Based in Ajax, Canada
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Seniority
Vp
Department
Other
Location
Ajax
Industry
Financial Services
Company size
2
Contact information
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m•••••••@smartchase.ca
Phone
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Background
About Matthew Clement
Matthew is a Financial Security Advisor that has an innate ability to understand his clients’ needs and helps them clarify both their short and long-term goals. He develops customized wealth creation strategies for every client that are aimed at preserving capital, maximizing growth, and minimizing taxes. He builds strong relationships by listening to their needs, sharing information, recommending investment opportunities and maintaining an ongoing dialogue. All this ensures that every investment strategy remains flexible enough to move with you through each stage of your life. Areas of Expertise: Custom Wealth Creation and Tax Minimization Strategies Mortgages (lines of credit / mortgage protection / First time home buyer support / etc.) Life Insurance (personal / family / critical illness / business protection / disability) Budgeting Debt Counselling & Credit Management Estate Planning (wealth transition) Banking Charitable Giving Tax Management (TFSA’s) Retirement Planning (RRSP’s) Employee Benefits (complimentary package and portfolio review) Risk Management Business Succession Planning Direct: 289.923.7912 matthew.clement@outlook.com | mclement@smartchase.ca
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