Matthew Windsor
Financial Planner @Scotiabank
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WORK HISTORY
Financial Planner @Scotiabank
Norfolk County, ON, CA
EDUCATION
Mohawk College
Marketing Diploma
SKILLS
ABOUT MATTHEW WINDSOR
As a Scotiabank Investment Specialist, I draw on my investment expertise and years of financial planning experience to help my clients realize their financial goals. I am committed to nurturing long-term relationships with my clients. An in-depth understanding of their goals and financial situation ensures relevant advice and solutions that are tailored to meet their unique needs. My clients also appreciate the convenience of meeting with them at a time and place that fits their needs. I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. Using a disciplined approach, I advise my clients on the following valuable services:Goals/financial assessment Customized financial planning Tailored investment solutions Retirement and Retirement PlanningTax deferral strategiesI am a proud member of Scotiabank’s Investment Specialist team – a group of experienced investment professionals dedicated to helping our clients become financially better off, backed by the strength of a leading Canadian bank.
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