Cody Matthews C.F.P., C.L.U.

Associate Consultant

Cody has been working in the financial services industry since 2015 providing specific and targeted financial plans to pre-retirees and small business owners throughout the region. As a CERTIFIED FINANCIAL PLANNER® professional, Cody excels at putting the power into clients’ hands so they can achieve their financial independence. He provides them with confidence to make the decisions that shape their financial future, whatever that may be. Everyone’s financial utopia is different and Cody loves helping guide clients towards theirs. Cody lives with his wife Ashley and their two dogs. They love going on walks together and relaxing in their hot tub. In the summers Cody loves to golf and watch his beloved Toronto Blue Jays. If there is snow in the forecast, you can bet that Cody has his helmet on, snowmobile started and is preparing to go for a ride.