My Story
In everything I do, I strive to find the often-overlooked common sense approach. There is power in being able to completely understand and explain your strategy. In my entire working life, I have found that those who seek to understand why a concept works are often the ones who can find opportunities for improvement.
In my current role, I seek to implement my common sense strategy daily. I strive to educate my clients so that, together, we can build a plan that clearly leads to their ultimate goal. In addition to educating, I offer my clients real choice. My company Choice Wealth Management provides Canadian's with independent financial solutions that are free from hidden agendas, biased advice and one-size-fits-all portfolios.
My experience as the co-founder of Clap Balm Hockey (League Above Inc) took me across Canada where I met passionate business owners who showed me the companies they had built. As a business owner myself, I understand the unique challenges they face everyday. In my role at H&R Block, I sat face-to-face with hundreds of Canadians who had thousands of different success stories and struggles. In every conversation, I was reminded that Canadians are good people who value honest, experienced help and that is exactly what I can offer clients.
​
Matthew Minnie
Tax Professional
My Story
As I begin my career with Choice Wealth Management, my goal is to build on the established reputation of providing efficient and effective financial strategies for our clients. As a member of this team, I prescribe to the philosophy that your financial choices should be just that - your choice.
After obtaining my Bachelor of Commerce Management at the University of Guelph, I was introduced to the world of tax preparation, where I’ve had the opportunity to help hundreds of clients optimize their returns. These experiences have shown me the value in analyzing individual situations and leveraging them to the client’s benefit, which will remain an underlying principle in my future dealings.
In my current role as administrative assistant with Choice Wealth, I will be working alongside Matt Laberge to further my understanding of the personal finance industry as I work toward becoming a licensed advisor.