Members

Matthew Ardrey

Toronto

TriDelta Private Wealth

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Matthew Ardrey

Member Bio

(This member hasn't written a bio yet!)

Matt has been in the financial planning industry since October 2000. He earned his CFP designation in early 2001 and his R.F.P. designation in 2017. Matt's practice is and always has been fee-based, through advice for planning or unbiased portfolio management as part of an overall financial plan.

Matt is often quoted in financial media Globe and Mail, Financial Post, MoneySense, Advisor.ca and Investment Executive. Matt frequently provides his expert advice to the “Financial Facelift” series feature in the Globe and Mail’s Report on Business.

Outside of work, Matt enjoys spending time with his wife, his three children and his two dogs, taking Taekwondo classes and travelling.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Investment Management
Portfolio Management
Retirement Income Planning

Designation(s)

CFP (Canada)
CIM
FMA
RFP

Compensation Models

Fee Only - Retainer Based
Fee based (AUM)

Professional Associations

IAFP

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

Over 50

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
Nova Scotia
Ontario
Quebec
Saskatchewan
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.