Matt Ewonus

Certified Financial Planner (CFP)
Latitude Financial/Sun Life

popup medal icon RIA: Certified

We’re a caring, dedicated team of experienced advisors who’ve been serving Communities in British Columbia for over 30 years.

We believe it’s never too late to start planning for tomorrow. We know that even the smallest of steps can make a big difference. We’re here to help. From personal financial planning and investment advice to ensuring the health and security of businesses and their owners, we’re the team you can count on.

Your goals are our goals. Why? Because when you win, we win. It’s that simple. You getting ahead, realizing your goals, achieving financial security and freedom is our incentive to always go the extra mile.

What does that mean for you? It means we’ll never recommend something that you don’t need and/or can’t use. It means making sure the advice, support and investment options that we give you are what you need to reach your goals.

Services Offered in RI
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
Investor Type Dealt With

Individual

Type of License

MFDA

Provinces Licensed In
  • British Columbia