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Matthew has over 10 years of banking experience starting in retail banking and progressing through more senior roles including branch management. He has an extensive background in Real Estate Secured Lending and Day-to-Day banking. Working with a very experienced team of professionals within TD Wealth, Matthew's goal is to offer you the best advice and recommendations catered to your specific needs.
As a Private Banker with TD Wealth Private Wealth Management, Matthew acts as a knowledgeable resource for a select group of affluent clients and their families. At TD Wealth, we understand that making decisions that affect your life is a deeply personal experience. We also appreciate the key role that growing and preserving your wealth plays in helping you enjoy the life you want to lead. That's why we take a unique approach to understanding you, your family and your values.
Discovering what drives you can drive more in-depth wealth advice
Our distinct discovery process incorporates behavioural finance theory, enabling us to uncover the values behind your goals, identify your priorities and potential blind spots, then create a wealth strategy that's as unique as you are.
Working with a dedicated TD Wealth relationship manager, you'll be connected to a core team of TD specialists with experience ranging from investment advice, estate and trust planning and philanthropy, to business succession and tax planning.
Whether your focus is on building for the future, planning for retirement, or leaving a meaningful legacy, we look forward to having the opportunity to meet with you to discuss how we can help you discover and achieve what truly matters to you.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Education Funding
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
private-bankers.td.com/matthew.lawson
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If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
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